Scott Ford
Advisor at Ford Investment & Retirement Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ford Investment & Retirement Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
York, PA
Credentials
Series 63, Series 65
Industry experience
5 years
Scott Ford is the principal of Ford Investment & Retirement Management LLC and holds Series 63 and Series 65 licenses. He has five years of experience in financial advising, including prior roles at Primerica Advisors and Primerica Financial Services. In addition to his advisory work, Ford maintains a full-time engineering position at Graham Packaging. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth investors. The firm focuses on actively managed, short-term strategies utilizing stocks, ETFs, mutual funds, bonds, and specialized ETF exposures, and combines portfolio management with ongoing financial planning and consulting.
Based on Ford Investment & Retirement Management LLC
Based on Ford Investment & Retirement Management LLC
Financial planning fixed fees up to $2,500
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Fee-only: Financial planning fixed fees up to $2,500; ongoing planning fees up to $125 per month
York, PA
Pennsylvania
Ford Investment & Retirement Management LLC
2021 - Present (5 years)
Primerica Advisors
2019 - 2021 (2 years)
Primerica Financial Services
2019 - 2021 (2 years)
Graham Packaging
2019 - Present (7 years)
York College of Pennsylvania
2019 - 2021 (2 years)
Johnson Controls Inc.
2014 - 2019 (5 years)
The Boeing Company
2009 - 2019 (10 years)
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