Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliot? Claim Your ProfileElliot Ford is a financial advisor at Vanderbilt Advisory Services, a firm with over $1 billion in assets under management. Elliot is registered with the state of Washington as an investment advisor representative and holds Series 6, 7, 24, 63 and 65 licenses. Elliot has worked in the financial industry since 1994, and has experience in providing financial planning, portfolio management for individuals and businesses. Elliot also holds the SIE license and specializes in providing investment advisory services to charitable organizations, high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Elliot has been with Vanderbilt Advisory Services since 2020. Prior to that, Elliot was with KMS Financial Services, Inc. in Twisp, Washington, and Walnut Street Securities, Inc. in Bend, Oregon.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
WA
10/30/2020 - Present
Vanderbilt Advisory Services (TWISP WA)
WA
10/07/2009 - 10/30/2020
KMS FINANCIAL SERVICES, INC. (Twisp WA)
OR
06/13/1995 - 10/16/2009
WALNUT STREET SECURITIES, INC. (BEND OR)
NY
02/14/1994 - 06/15/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 06/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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