RF
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Rita Ford

25 Years of Experience
Pittsburgh, PA
3 DisclosuresSells Insurance

Rita Ford is a registered investment advisor at Ford Financial Advisors, Limited, based in Pittsburgh, PA, with 25 years of industry experience. Rita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

Pittsburgh, PA

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History

Regulatory History (3)
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Judgment / Lien
September 2011
Customer Dispute
June 2008
Denied
Judgment / Lien
July 1997
Other Business ActivitiesSells Insurance

Rita is a licensed insurance agent for life and health insurance and owns Ford Financial Advisors, Limited, an insurance agency. She spends a few hours per week on insurance-related activities. Rita also works as a substitute teacher for Pittsburgh Public Schools, dedicating about half her time to this role.

Employment History
Current Registrations
Ford Financial Advisors, Limited
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
May 2000 - January 2008 · 7 yrs 8 mos
State Registrations1 state
PA
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.