Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa Ford is a financial advisor who is registered with the state of California. Marisa is affiliated with Cambridge Investment Research Advisors, Inc. and has been in the industry since 2017. Marisa has experience in the securities industry with experience in various firms such as LPL FINANCIAL LLC and Lucia Securities, LLC. Marisa holds the Series 66, SIE, and Series 7 licenses. Marisa also volunteers for Beauties for a Cause USA and is the treasurer for League of Conservation Voters San Diego. Marisa is a financial advisor who provides a wide range of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. Marisa is committed to providing her clients with the highest level of service and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
06/06/2022 - Present
Cambridge Investment Research Advisors, Inc. (San Diego CA)
CA
09/01/2020 - 06/13/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
07/08/2019 - 10/05/2020
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
09/22/2017 - 07/09/2019
SPROTT GLOBAL RESOURCE INVESTMENTS LTD (CARLSBAD CA)
BOTH
Issued 11/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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