Bently G. Ford

CENTRIC ADVISORS

Tyler, TX

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CRD#: 2891606

Professional summary

Bently Gordon Ford, who also goes by Bently Ford, is a registered financial advisor currently at CENTRIC ADVISORS, LLC located in Tyler, Texas.

Bently is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Bently has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bently 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.

1) FORD FINANCIAL SERVICES of East Texas, Insurance Agent/Owner, Sale of fixed insurance products. Investment Related, 10 hours per month, start date 2013, 19470 Sara Ln, Flint, TX, 75762, fixed annuities, life, health, disability, LTC, employee benefits, property & casualty. 2) Ark Assurance Group is an independent insurance agency, Agent, Auto and home insurance, not Investment Related, 5 hour spent month, start date 2022, 19470 Sara Ln, Flint, TX, auto and home insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bently Gordon 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®

None

Experience

Current

March 11, 2022 - Present

CENTRIC ADVISORS, LLC

RIA

CRD#: 282477

Tyler, TX

Past

May 3, 2018 - April 4, 2022

CG ADVISORY SERVICES

RIA

CRD#: 110929

Flint, TX

Past

March 18, 2013 - April 23, 2018

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

DIANA, TX

Past

March 15, 2013 - April 23, 2018

QUESTAR CAPITAL CORPORATION

CRD#: 43100

DIANA, TX

Past

December 1, 2005 - March 18, 2013

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

TYLER, TX

Past

December 1, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

TYLER, TX

Past

December 1, 2005 - March 18, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

TYLER, TX

Past

June 12, 1997 - January 6, 2006

CITISTREET FINANCIAL SERVICES LLC

RIA

CRD#: 107311

ALPHARETTA, GA

Past

May 29, 1997 - December 31, 2005

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

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".

CENTRIC ADVISORS, LLC

CRD#: 282477 / SEC#: 801-121623

RIA

Registered Investment Advisory firm - (6/28/2021 Approved)

Arizona

Registered Investment Advisory firm - (6/29/2021 Terminated)

California

Registered Investment Advisory firm - (7/29/2021 Terminated)

Iowa

Registered Investment Advisory firm - (12/31/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/29/2021 Terminated)

Vermont

Registered Investment Advisory firm - (6/29/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(3/11/2022)

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: 5/21/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/23/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/28/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CENTRIC ADVISORS, LLC

CRD#: 282477 / SEC#: 801-121623

RIA

Registered Investment Advisory firm - (6/28/2021 Approved)

Arizona

Registered Investment Advisory firm - (6/29/2021 Terminated)

California

Registered Investment Advisory firm - (7/29/2021 Terminated)

Iowa

Registered Investment Advisory firm - (12/31/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/29/2021 Terminated)

Vermont

Registered Investment Advisory firm - (6/29/2021 Terminated)

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Contact information

Main Address

12549 Louetta Road, Cypress, TX 77429

Mailing Address

Phone number

(888) 215-5888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- CENTRIC ADVISORS, LLC (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,162
AUM (Assets Under Management)	$ 226,897,006

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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Advisor Monitoring

Firm Stability Insights

Bently G. Ford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bently Gordon Ford's CRS (Customer Relationship Summary).

Certified licenses

Experience

CG ADVISORY SERVICES

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

CITISTREET FINANCIAL SERVICES LLC

CITISTREET EQUITIES LLC

Primary Firm SEC Registration

CENTRIC ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/21/1997

SIE

Date: 4/23/2018

Series 6

Date: 5/28/1997

Current Firm

CENTRIC ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTRIC ADVISORS, LLC

TRUST BUT VERIFY

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