SF
SF

Steven Patrick Ford

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,928 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.0B

Fee Structure

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Location

1124 Bristol St., Costa Mesa, CA, 92626

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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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Employment History
Current Registrations
Alpha Cubed Investments, LLC
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Protected Investors of America
August 2015 - October 2015 · 2 mos
Amerivest Investment Management, LLC
September 2010 - December 2014 · 4 yrs 3 mos
TD Ameritrade, INC.
September 2010 - December 2014 · 4 yrs 3 mos
Financial Advisers of America, LLC
August 2009 - December 2009 · 4 mos
Royal Alliance Associates, INC.
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.
January 2004 - December 2008 · 4 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.