MF
MF

Marcia Ford

42 Years of Experience
Rochester, NY
BrokerSells Insurance

Marcia Ford is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, NY, with 42 years of industry experience. Marcia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Rochester, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Marcia is a fixed insurance agent since 2018, selling life, health, disability, annuities, and long-term care insurance. She also refers clients to HSA Bank, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
August 2001 - Present · 24 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
November 2010 - March 2024 · 13 yrs 4 mos
Fsc Securities CorporationBroker
August 1997 - August 2001 · 4 yrs
Linsco/private Ledger CORP.Broker
January 1997 - August 1997 · 7 mos
Cigna Financial Advisors,inc.Broker
May 1983 - January 1997 · 13 yrs 8 mos
State Registrations7 states
CTFLMANVNYPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Marcia Ford - Financial Advisor | TrueAdvisor