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Bently Ford

28 Years of Experience
Sells Insurance

Bently Ford is a registered investment advisor at Centric Advisors, LLC, based in Cypress, TX, with 28 years of industry experience. Bently operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,162 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,162 clients
Average Client Portfolio
$195K average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Centric Advisors manages investments for a fee that is negotiated between 0.25% and 2.50% of the value of your portfolio. Cash is included when calculating the fee. You'll be billed monthly, and can choose to pay via electronic bank transfer or direct withdrawal from your account. Clients in Vermont will never be charged in excess of 2.00%.

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Location

12549 Louetta Road, Cypress, TX, 77429

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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

Bently is an insurance agent and owner of Ford Financial Services of East Texas, selling various fixed insurance products since 2013, dedicating a few hours per week. He is also an agent for Ark Assurance Group, selling auto and home insurance, spending minimal time on this activity.

Employment History
Current Registrations
Centric Advisors, LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cg Advisory Services
May 2018 - April 2022 · 3 yrs 11 mos
Questar Asset Management, INC.
March 2013 - April 2018 · 5 yrs 1 mo
Questar Capital CorporationBroker
March 2013 - April 2018 · 5 yrs 1 mo
Metlife Securities INC.
December 2005 - March 2013 · 7 yrs 3 mos
Metlife Securities INC.Broker
December 2005 - March 2013 · 7 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Citistreet Financial Services LLC
June 1997 - January 2006 · 8 yrs 7 mos
Citistreet Equities LLCBroker
May 1997 - December 2005 · 8 yrs 7 mos
State Registrations1 state
TX
Advisor

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.