Unclaimed Profile

Henry Milton Ford

LIFESTEPS FINANCIAL, INC.·CLAREMONT, California

Series 7, Series 8, Series 63, Series 65Clean record22 years registeredLIFESTEPS FINANCIAL, INC.

250 WEST FIRST STREET, CLAREMONT, CA 91711CRD# 2697895Firm CRD# 153852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Henry Milton Ford · CLAREMONT, CA

Registration

CRD #2697895 · LIFESTEPS FINANCIAL, INC. · 22 years registered

Brand Profile

Not yet started

Career History

LIFESTEPS FINANCIAL

Jun 2010 – present

CONCERT WEALTH MANAGEMENT, INC.

Sep 2009 – Sep 2010

CLAREMONT, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Sep 2009

CLARMONT, CA

CITIGROUP GLOBAL MARKETS INC.

Jan 2004 – Jun 2009

CLARMONT, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · January 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFESTEPS FINANCIAL, INC.

CRD 153852 · SEC 801-71544

AUM

$315M

Regulatory assets under management

Employees

713 client accounts

Services offered by LIFESTEPS FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFESTEPS FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Henry Milton Ford offer?

Henry Milton Ford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLAREMONT, California for a consultation.

What are Henry Milton Ford's credentials?

Henry Milton Ford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Henry Milton Ford located?

Henry Milton Ford is based in CLAREMONT, California, working with LIFESTEPS FINANCIAL, INC.. Their office serves clients in the CLAREMONT metropolitan area and surrounding communities.

How does Henry Milton Ford charge for services?

Henry Milton Ford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFESTEPS FINANCIAL, INC.?

LIFESTEPS FINANCIAL, INC. has approximately 6 employees and manages $315M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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