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William Eagan Ford

Capital Group Private Client Services, Inc.

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About William Eagan Ford

William Ford is a financial advisor at Capital Group Private Client Services, Inc., a firm that specializes in providing investment advice to high-net-worth individuals, charitable organizations, and other clients. William Ford is a Chartered Financial Analyst and holds the Series 7 and Series 63 licenses. William Ford has been in the financial industry since 2008 and has experience working with Capital Group Companies, Capital Group / American Funds Distributors, Inc. and Capital Group Private Client Services. William Ford's firm, Capital Group Private Client Services, Inc., is a large firm with over 60 investment adviser representatives. The firm manages over $38 billion in assets for a wide range of clients, including individuals, institutions, and investment companies.

Firm Information

William Ford is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

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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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.

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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percentage of assets

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

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William Ford’s Registration & Firm History

CA

09/22/2022 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

CA

09/27/2018 - 08/15/2022

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 02/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Eagan Ford.
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