SF
Samuel Ford
ADVANCED PORTFOLIO STRATEGIES
Torrance, CA 90503
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CRD#: 7691171
SF
Professional summary
Samuel Ford is a registered financial advisor currently at ADVANCED PORTFOLIO STRATEGIES located in Torrance, California.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Samuel has worked at 1 firm .
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.
I own and operate my own solo law practice.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel 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
February 17, 2023 - Present
ADVANCED PORTFOLIO STRATEGIES
Office #1: 3625 Del Amo Blvd Suite 190, Torrance, CA 90503RIA
CRD#: 284697
Torrance, CA
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".
AP
ADVANCED PORTFOLIO STRATEGIES
ADVANCED PENSION STRATEGIES | APS MANAGEMENT GROUP, INC. | ADVANCED PORTFOLIO STRATEGIES INSURANCE & FINANCIAL SERVICES | ADVANCED PORTFOLIO STRATEGIES
CRD#: 284697 / SEC#: 801-129062
RIA
Registered Investment Advisory firm - (1/3/2024 Approved)California
Registered Investment Advisory firm - (3/15/2024 Terminated)Louisiana
Registered Investment Advisory firm - (2/15/2024 Terminated)Texas
Registered Investment Advisory firm - (2/14/2024 Terminated)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
California(2/17/2023)
Exams
Current Firm
AP
ADVANCED PORTFOLIO STRATEGIES
ADVANCED PENSION STRATEGIES | APS MANAGEMENT GROUP, INC. | ADVANCED PORTFOLIO STRATEGIES INSURANCE & FINANCIAL SERVICES | ADVANCED PORTFOLIO STRATEGIES
CRD#: 284697 / SEC#: 801-129062
RIA
Registered Investment Advisory firm - (1/3/2024 Approved)California
Registered Investment Advisory firm - (3/15/2024 Terminated)Louisiana
Registered Investment Advisory firm - (2/15/2024 Terminated)Texas
Registered Investment Advisory firm - (2/14/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3625 Del Amo Blvd Suite 190, Torrance, CA 90503
Mailing Address
Phone number
(310) 776-6549
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 372 |
| AUM (Assets Under Management) | $ 158,722,534 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
