Michelle L. Ford

EQUITY ADVISORS

New Hope, PA

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CRD#: 3089876

Professional summary

Michelle Leanne Ford, CFP®, who also goes by Michelle L Ford, is a registered financial advisor currently at EQUITY ADVISORS, LLC located in New Hope, Pennsylvania.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michelle has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle L 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.

LIFELONG RETIREMENT CORP. POSITION: Insurance Agent. NATURE: Fixed insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 02/29/2016 ADDRESS: 29 Bridlewood Drive, New Hope PA 18938, United States DESCRIPTION: All forms of personal lines of insurance, including GUL, FIUL, Fixed Annuities, LTC, Critical illness, disability insurance, term life. UNDERWRITERS MARKETING SERVICE. POSITION: Board Member. NATURE: Member of FMO Board. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/29/2016 ADDRESS: 100 Century Pkwy, Mount Laurel NJ 08054, United States DESCRIPTION: Advise my FMO on serving its agents. Meet quarterly generally. UNDERWRITERS MARKETING SERVICE. POSITION: CE Instructor. NATURE: CE Training. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/29/2016 ADDRESS: 100 Century Pkwy, Mount Laurel NJ 08054, United States DESCRIPTION: Teach continuing education coursework for social security and annuity classes for my FMO's NJ-Licensed CE School and CPE for accountants. LIFELONG RETIREMENT CORP POSITION: SALES NATURE: SOLICITING PREMIUM FINANCING OR STRUCTURED FINANCING FOR LIFE INSURANCE. CURRENTLY USING THE KAIZAN STRUCTURED PREMIUM FINANCING BUSINESS MODEL INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/26/2018 ADDRESS: 29 BRIDLEWOOD DRIVE, NEW HOPE PA 18938, United States DESCRIPTION: SOLICITATION OF PREMIUM FINANCING FOR LIFE INSURANCE PROSPECTS/CLIENTS WHERE APPROPRIATE. MICHELLE FORD POSITION: 1031 EXCHANGE CONSULTANT. NATURE: INDEPENDENT CONTRACTOR. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/2022 ADDRESS: 29 BRIDLEWOOD DR, NEW HOPE PA 18938, United States DESCRIPTION: ASSISTS PROPERTY INVESTORS BY FACILITATING 1031 TRANSACTIONS THROUGH QUALIFIED INTERMEDIARIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Leanne Ford's CRS (Customer Relationship Summary).

Certified licenses

CRD#: 104296

BASKING RIDGE, NJ

Past

August 22, 2000 - September 9, 2002

SECU BROKERAGE SERVICES

CRD#: 19899

RALEIGH, NC

Past

April 15, 1999 - August 16, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 24, 1998 - February 8, 1999

STELLAR INVESTMENTS, INC.

CRD#: 13814

TAMPA, FL

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

New Jersey
(3/19/2024)

IAR

Pennsylvania
(2/27/2024)

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

IAR

Series 65

Date: 5/3/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/1998

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: 7/23/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/22/1998

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/2/1998

General Securities Principal Examination

Current Firm

EQUITY ADVISORS, LLC

EQUITY ADVISORS, LLC | SHOCKWAVE ADVISORS | LIFELONG RETIREMENT CORP

CRD#: 300031 / SEC#:

California

Registered Investment Advisory firm - (2/8/2019 Approved)

Florida

Registered Investment Advisory firm - (3/5/2025 Approved)

Missouri

Registered Investment Advisory firm - (8/8/2019 Approved)

Nevada

Registered Investment Advisory firm - (6/18/2020 Approved)

New Jersey

Registered Investment Advisory firm - (5/22/2020 Approved)

North Carolina

Registered Investment Advisory firm - (11/6/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/2/2023 Approved)

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Contact information

Main Address

Zepher Cove, NV

Mailing Address

Phone number

(408) 261-2275

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	178
AUM (Assets Under Management)	$ 34,248,743

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

Michelle L. Ford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Leanne Ford's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY ADVOCATES LLC

LIFELONG RETIREMENT CORP

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

AFFINITY INVESTMENT SERVICES, LLC

AFFINITY INVESTMENT SERVICES, LLC

SECU BROKERAGE SERVICES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STELLAR INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2000

Series 63

Date: 7/31/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/23/1998

Series 4

Date: 9/22/1998

Series 24

Date: 9/2/1998

Current Firm

EQUITY ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EQUITY ADVISORS, LLC

TRUST BUT VERIFY

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