Ford Poston
Ford Poston is a registered investment advisor at UBS Financial Services INC., based in Everett, WA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
1604 Hewitt Avenue, Suite 601, Everett, WA, 98201
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2023Customer Dispute
May 2012Other Business Activities
Ford is a partner in two real estate ventures since February 2022, where he performs property management duties. He is also the proprietor/owner of HPT Real Estate LLC since 2020, where he performs property management and maintains annual LLC filings.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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.