William D. Ford

DIVIDEND ASSETS CAPITAL

Ridgeland, SC 29936-8126

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CRD#: 2168179

Professional summary

William Donald Ford, CFP®, who also goes by Bill Ford, is a registered financial advisor currently at DIVIDEND ASSETS CAPITAL, LLC located in Ridgeland, South Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. William has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Ford

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BAJE Group, LLC, 6 Fountainbleau Drive., Hingham, MA 02043; Non-voting limited partner; Non-investment related; spouse's non-profit consulting business; start date 10/2023 to present.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Donald Ford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 1, 2024 - Present

DIVIDEND ASSETS CAPITAL, LLC

Office #1: 58 Riverwalk Blvd., Ridgeland, SC 29936-8126

RIA

CRD#: 129973

Ridgeland, SC

Past

April 5, 2017 - August 30, 2019

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

CRD#: 153322

PORTSMOUTH, NH

Past

September 9, 2010 - November 29, 2016

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

July 13, 2009 - July 6, 2010

OGILVIE SECURITY ADVISORS CORPORATION

CRD#: 10105

BURLINGTON, MA

Past

December 12, 2000 - December 3, 2008

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

April 7, 1999 - March 21, 2000

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

February 22, 1995 - August 24, 1998

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

July 2, 1993 - March 13, 1995

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

August 12, 1992 - June 24, 1993

AMERICAN EXPRESS SERVICE CORPORATION

CRD#: 10518

MINNEAPOLIS, MN

Past

August 29, 1991 - June 24, 1993

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 29, 1991 - June 24, 1993

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIVIDEND ASSETS CAPITAL, LLC

DIVIDEND ASSETS CAPITAL, LLC | DIVIDEND GROWTH ADVISORS, LLC | DIVIDEND GROWTH ADVISORS

CRD#: 129973 / SEC#: 801-62643

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(2/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/5/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/2/2008

General Securities Principal Examination

Current Firm

DIVIDEND ASSETS CAPITAL, LLC

DIVIDEND ASSETS CAPITAL, LLC | DIVIDEND GROWTH ADVISORS, LLC | DIVIDEND GROWTH ADVISORS

CRD#: 129973 / SEC#: 801-62643

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

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Contact information

Main Address

58 Riverwalk Blvd., Ridgeland, SC 29936-8126

Mailing Address

Phone number

(843) 645-9700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAC ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	739
AUM (Assets Under Management)	$ 620,050,580

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William D. Ford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Donald Ford's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

OGILVIE SECURITY ADVISORS CORPORATION

GUARDIAN INVESTOR SERVICES LLC

NEW ENGLAND SECURITIES

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

THE ADVISORS GROUP, INC.

AMERICAN EXPRESS SERVICE CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

DIVIDEND ASSETS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/5/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/28/1991

Series 24

Date: 9/2/2008

Current Firm

DIVIDEND ASSETS CAPITAL, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVIDEND ASSETS CAPITAL, LLC

TRUST BUT VERIFY

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