William
Ford
Dividend Assets Capital, LLC
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About this Advisor
William Ford is a financial advisor based in Ridgeland, South Carolina, working with Dividend Assets Capital, LLC. William has previously held positions at American Century Investment Services, Inc, Sqn Securities, LLC, and Dividend Assets Capital, LLC. William has passed the Series 63 regulatory exam and is registered to provide services in South Carolina. Currently, William is part of Dividend Assets Capital, LLC, which operates out of Ridgeland, South Carolina. The firm has 9 employees and manages assets totaling $566.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars. The fee structure at Dividend Assets Capital, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dividend Assets Capital, LLC Brokerage Details
$566,240,855
9
745
$760,055
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
William Ford Work History
Dividend Assets Capital, LLC
Sqn Securities, LLC
American Century Investment Services, Inc
Disclosures
Please visit the SEC profile of William Ford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dividend Assets Capital, LLC
Ridgeland, SC
Ridgeland, SC
Ridgeland, SC
Ridgeland, SC
Ridgeland, SC
Ridgeland, SC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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