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RF

Robert H. Ford

PERSONAL FINANCIAL PLANNING
Roanoke, VA 24018
Some features on this profile are disabled
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.

top-8-questions

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.

Blog Corner

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®
None

Experience

Current

June 16, 2009 - Present

PERSONAL FINANCIAL PLANNING INC.

Office #1: 3536 Brambleton Ave Suite 8a, Roanoke, VA 24018
RIA
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/2/2009
Uniform Investment Adviser Law Examination

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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts151
AUM (Assets Under Management)$ 18,125,707

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.

Company Information

PERSONAL FINANCIAL PLANNING INC.

CRD#: 118589Roanoke, VA 24018

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