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Robert Henry Ford

Personal Financial Planning Inc.

Roanoke, VA

CRD 5682765

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Employer firm

Personal Financial Planning Inc. CRD 118589

$19.5M regulatory AUM 54 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Personal Financial Planning Inc.

3536 Brambleton Ave Suite 8A, Roanoke, VA 24018 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2009-06-16
  • VA RA
    APPROVED
    Since 2009-06-16

Branch Locations

3536 Brambleton Ave Suite 8A, Roanoke, VA 24018 • 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
Personal Financial Planning Inc. Roanoke VA 11/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-02
  • S65 Uniform Investment Adviser Law Examination
    2009-05-02

View on SEC IAPD

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Nearby Investors

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JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA

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