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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ford is a financial advisor with over 15 years of experience in the industry. Eric is registered with Cetera Investment Advisers LLC in both Indiana and Texas, and is also registered with CWM, LLC in Indiana. Eric has a wide range of experience in financial planning, estate planning, and portfolio management. Eric is dedicated to providing personalized financial advice to help clients achieve their financial goals. Eric holds the Series 7 and Series 66 licenses as well as the SIE. Eric has earned the Certified Financial Planner designation.
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.
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
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
07/09/2007 - 06/14/2019
CADARET, GRANT & CO., INC. (INDIANAPOLIS IN)
IN
11/17/2006 - 07/10/2007
MML INVESTORS SERVICES, INC. (INDIANAPOLIS IN)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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