Unclaimed
Susan Lynn Ford is an investment advisor representative with John G. Ullman & Associates, Inc. She is a registered investment advisor in New York and has been in the financial industry since February 1998. She offers investment advice and financial planning services to individuals, corporations, and charitable organizations. Susan Lynn Ford has passed the Uniform Investment Adviser Law Examination and is currently registered with the New York State Department of Financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NY
05/14/2024 - Present
John G. Ullman & Associates, Inc. (HORSEHEADS NY)
IA
Issued 05/13/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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