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Robert John Fordham

Fordham Financial Services, Inc.

Lilburn, GA

CRD 2987733

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Employer firm

Fordham Financial Services, Inc. CRD 125887

$26.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ACCOUNTING, TAX AND GENERAL CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Fordham Financial Services, Inc.

115 Towne Center Parkway Suite 109, Hoschton, GA 30548 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2003-11-26
  • GA RA
    APPROVED
    Since 2003-11-26

Branch Locations

3100 Five Forks Trickum Road Suite 701, Lilburn, GA 30047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fordham Financial Services, Inc. Lilburn GA 10/1999 Present
Other Businesses

CURRENTLY A CPA, PRACTICING ACCOUNTING/TAX

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-14
S63 Uniform Securities Agent State Law Examination 1998-01-13
  • S65 Uniform Investment Adviser Law Examination
    1999-01-14
  • S63 Uniform Securities Agent State Law Examination
    1998-01-13
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC

Nearby Investors

Kenneth Howard
FREDERICK JOSEPH CTIBOR
MICHAEL THOMAS ROBINSON

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Lilburn, GA
LPL FINANCIAL LLC · LILBURN, GA
PNC WEALTH MANAGEMENT LLC · Lilburn, GA

More in Lilburn, GA

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