Oscar Ford
Oscar Ford is a registered investment advisor at LPL Enterprise, LLC, based in Farmington Hills, MI, with 6 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
23332 Orchard Lake Rd, Suite A, Farmington Hills, MI, 48336
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Regulatory History (1)
Financial
May 2016Other Business ActivitiesSells Insurance
Oscar has a full-time seasonal tele-sales assignment with CVS Aetna for Medicare and is a board member for BuildOn Detroit, a non-profit (minimal time commitment). Oscar also owns StratSo Solutions LLC, a light manufacturing outsourcing company (minimal time commitment).
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.