RF
Robert H. Ford
PERSONAL FINANCIAL PLANNING
Roanoke, VA 24018
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CRD#: 5682765
RF
Professional summary
Robert Henry Ford is a registered financial advisor currently at PERSONAL FINANCIAL PLANNING INC. located in Roanoke, Virginia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Henry Ford's 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®
NoneExperience
Current
June 16, 2009 - Present
PERSONAL FINANCIAL PLANNING INC.
Office #1: 3536 Brambleton Ave Suite 8a, Roanoke, VA 24018RIA
CRD#: 118589
Roanoke, VA
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
Virginia(6/16/2009)
Current Firm
PF
PERSONAL FINANCIAL PLANNING INC.
PERSONAL FINANCIAL PLANNING INC. | PERSONAL FINANCIAL PLANNING, INC
CRD#: 118589 / SEC#:
Virginia
Registered Investment Advisory firm - (2/24/1995 Approved)PREMIUM
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Contact information
Main Address
3536 Brambleton Ave Suite 8a, Roanoke, VA 24018
Mailing Address
Phone number
(540) 774-8700
Established
Firm type
Fiscal year end
# of Employees
0
Regulatory assets under management
| Total Number of Accounts | 151 |
| AUM (Assets Under Management) | $ 18,125,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
