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Gail C Ford

Investment adviser representative at LPL Financial LLC
34 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

34 years in the industry.

  1. LPL Financial, LLCJul 2021 to now
  2. Various Insurance Carriers for W&r Insurance AgenciesNov 2014 to Jul 2021
  3. Waddell & Reed, IncNov 2014 to Jul 2021
  4. Gail C Ford dba H&r BlockJan 2006 to Jan 2022
  5. Pine Grove Wesleyan ChurchMay 1992 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998

State registrations

Registered as an investment adviser representative in 3 states (FL, NC, PA).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3095433
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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