CF
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Clyde Ford

22 Years of Experience
Fresno, CA
2 DisclosuresBrokerSells Insurance

Clyde Ford is a registered investment advisor at Founders Financial Securities, LLC, based in Fresno, CA, with 22 years of industry experience. Clyde operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,021 clients
Average Client Portfolio
$368K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5K

FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.

Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.

Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.

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Location

8525 N. Cedar Avenue, Suite 107, Fresno, CA, 93720

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History

Regulatory History (2)
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Customer Dispute
November 2019
Award / Judgment
Employment Separation After Allegations
September 2019
Other Business ActivitiesSells Insurance

Clyde is involved in several business activities, including being past president and board member of California State University Fresno Alumni Association, president of Fort Washington Financial & Insurance Services and Marque Capital Management, and consulting positions at Triton Corporate Services and Triton PEO. He also serves as President and Board of Trustees for Triton Flight for Heroes and is involved with Voyager Corporate Services.

Employment History
Current Registrations
Founders Financial Securities LLCBroker
October 2019 - Present · 6 yrs 7 mos
Founders Financial Securities, LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - October 2019 · 3 yrs 6 mos
NFP Advisor Services, LLC
September 2014 - September 2016 · 2 yrs
Kestra Investment Services, LLCBroker
September 2014 - October 2019 · 5 yrs 1 mo
Financial Telesis, INC.
August 2009 - September 2014 · 5 yrs 1 mo
Financial Telesis INCBroker
August 2009 - September 2014 · 5 yrs 1 mo
Financial Network Investment Corporation
December 2005 - August 2009 · 3 yrs 8 mos
Financial Network Investment CorporationBroker
December 2003 - August 2009 · 5 yrs 8 mos
State Registrations9 states
CAILLAOHORTNTXUTWA
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.
Clyde Ford - Financial Advisor | TrueAdvisor