Unclaimed
Alan Lloyd Ford is an investment advisor representative, registered with the state of Oregon and associated with Farther Finance Advisors. Alan's career in the financial services industry spans over a decade and includes previous roles at Key Private Bank, Geffen Mesher, and Cable Hill Partners, LLC. Alan's focus is on providing financial advice to individuals and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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11/13/2024 - Present
Farther (Lake Oswego, OR)
Active
Inactive
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