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Henry Milton Ford

Lifesteps Financial

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About Henry Milton Ford

Henry Milton Ford is a financial advisor at Lifesteps Financial. He has been in the industry since 1996 and has experience in both the Broker-Dealer and Investment Advisor spaces. Henry holds the Series 7, 8, 63 and 65 licenses. Henry is a registered Investment Advisor in California, Tennessee, and Texas. Henry is committed to providing his clients with personalized financial advice. Henry's client base is comprised of high net worth individuals and corporations and other businesses.

Firm Information

Henry Ford is currently registered with Lifesteps Financial. Lifesteps Financial is an investment advisor located in Claremont, California. They offer a variety of services, including financial planning, portfolio management for individuals and businesses, and bill payment and reconciliation services. The firm serves individuals, corporations, and high net worth individuals. Their regulatory assets under management total $315,394,125.
Lifesteps Financial

250 WEST FIRST STREET

CLAREMONT, CA 91711

$315.39M

Assets Under Management

1

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bill payment and reconciliation service

Bill payment and reconciliation service

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Henry Ford’s Registration & Firm History

CA

03/09/2018 - Present

Lifesteps Financial (CLAREMONT CA)

CA

06/01/2009 - 09/18/2009

MORGAN STANLEY SMITH BARNEY (CLARMONT CA)

CA

04/24/2001 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CLARMONT CA)

NE

03/28/1996 - 04/05/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

CA

02/21/1996 - 03/19/1996

SMITH CULVER, INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 01/20/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 02/20/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Milton Ford.
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