Spencer Loren Ford

Current Employers

Employment History

• 01/2016 → Present
  Conservative Financial Solutions Llc
  Harrison, OH
• 05/2015 → 05/2017
  Community Mental Health Centers Inc
  Lawrenceburg, IN
• 01/2016 → 05/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 05/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2017 → Present
  Harrison Tax & Accounting
  Harrison, OH
• 09/2018 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 06/2023 → Present
  As Ford Holdings Llp
  Brookville, IN

Previous Registrations

• 2016-01-27 → 2017-05-08
  Global Financial Private Capital, Inc.
  Harrison, OH
  Sarasota, FL

Other Businesses

1) CONSERVATIVE FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; 10403 HARRISON AVE, HARRISON, OH 45030; FINANCIAL CONSULTING ADVICE, FIXED INSURANCE SALES, REGISTERED FINANCIAL CONSULTANT; CHIEF OPERATING OFFICER/WEALTH ADVISOR; 01/11/2016; APPROX 160HRS/MO; APPROX 130HRS/MO DURING SECURITIES TRADING HOURS; CHIEF OPERATING OFFICER/WEALTH ADVISOR. I OVERSEE DAY TO DAY OPERATIONS, MEET WITH CLIENTS AND PROSPECTS, AND DEVELOP AND IMPLEMENT FINANCIAL PLANS THAT INCLUDE INVESTMENTS AND INSURANCE PRODUCTS 2) MADISON AVENUE SECURITIES, LLC; YES INVESTMENT RELATED; 13500 EVENING CREEK DR. N SUITE 555, SAN DIEGO, CA 92128; BROKER DEALER; REGISTERED REPRESENTATIVE; 09/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES. 3) HARRISON TAX & ACCOUNTING; YES INVESTMENT RELATED; 10403 HARRISON AVE, HARRISON OH 45030; TAX PREPARING AND PLANNING, ACCOUNTING, PAYROLL; MANAGING MEMBER; 01/2017; APPROX 40HRS/MO; APPROX 40HRS/MO DURING SECURITIES TRADING HOURS; MANAGING MEMBER. OWNER 50%. MEET WITH MANAGING DIRECTOR WEEKLY TO REVIEW BUSINESS ACTIVITY AND PLAN FOR FUTURE BUSINESS ENDEVORS 4) AS FORD HOLDINGS LLP; YES INVESTMENT REALTED; 4081 ST ROAD 1, BROOKVILLE, IN 47012; THE LLP OWNS BUILDINGS THAT TENANTS RENT SPACE FROM; PARTNER; 6/8/2023; 3HRS/MO; 3HRS/MO DURING SECURITIES TRADING HOURS; I AM RESPONSIBLE FOR HELPING TO MAINTAIN THE OFFICE BUILDING. 5) AUTHOR; NOT INVESTMENT RELATED; 10403 HARRISON AVE, HARRISON, OH 45030; AUTHOR; AUTHOR; 8/19/2025; 20HRS/MO; 15HRS/MO DURING SECURITIES TRADING HOURS; WILL MAKE EDITS AND POTENTIALLY REVISE CURRENT BOOK OR WRITE ANOTHER BOOK. 6) AE MEDICARE SOLUTIONS; NOT INVESTMENT RELATED; 10403 HARRISON AVE, HARRISON, OH 45030; MEDICARE ENROLLMENT AND PLANNING; PRINCIPAL; 3/10/2026; APPROX. 4HRS/MO; APPROX. 4HRS/MO DURING SECURITIES TRADING HOURS; REFERRING CLIENTS TO AE MEDICARE SOLUTIONS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-22
• S65 Uniform Investment Adviser Law Examination
  2016-01-09

Designations

Other Names

• Spencer Ford