Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patrick Ford is a financial advisor with over 30 years of experience in the industry. David is registered with LPL Financial LLC and has a wide range of experience in financial planning and portfolio management. David's previous experience includes roles with Investment Centers of America, Inc., Securities America, Inc., and American Express Financial Advisors Inc. David provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
11/29/2017 - Present
LPL Financial LLC (SPOONER WI)
WI
04/04/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (Spooner WI)
WI
02/23/2012 - 04/05/2016
SECURITIES AMERICA, INC. (SPOONER WI)
WI
04/15/1997 - 02/23/2012
INVESTMENT CENTERS OF AMERICA, INC. (SPOONER WI)
MN
10/20/1992 - 09/12/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1992 - 09/12/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/18/1992 - 09/28/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/18/1992 - 09/28/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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