Casey Marie Ford
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2025 to now
- Cambridge Investment Research, IncJul 2024 to now
- Lotus Financial PartnersJul 2024 to now
- Moody Insurance AgencyJun 2023 to Aug 2023
- Montessori School At Lone TreeJun 2022 to Aug 2022
- Montessori School At Lone TreeJun 2021 to Aug 2021
- University of DenverSep 2020 to Jun 2024
- Murdoch's Ranch and Home SupplyAug 2018 to Jan 2020
- Corner Bakery CafeMay 2017 to Aug 2017
- Mountain Vista High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7956679
- Firm CRD
- 134139