Helen Kathleen Henderson-Ford

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)
  West Conshohocken, PA

Other Businesses

I*30024 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WOMEN'S BASKETBALL OFFICIAL INVESTMENT RELATED: N ADDRESS OF BUSINESS: 259 MORRIS STREET, PHOENIXVILLE, PENNSYLVANIA 19460 NATURE OF BUSINESS: OTHER,OFFICIATE WOMEN'S BASKETBALL GAMES POSITION, TITLE, ASSOCIATION: OTHER, WOMEN'S BASKETBALL OFFICIAL START DATE OF RELATIONSHIP: 11/1/2009 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 20 DUTIES: OTHER I*83930 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HELEN'S ANGELS INC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 507 BASSET COURT, CHALFONT, PENNSYLVANIA 18914 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 9/11/2012 NUMBER OF HOURS DEVOTED: 25 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: 501C3 FOR BREAST CANCER FUNDRAISING FUND RAISING AND BRINGING PEOPLE TO THE EVENTS GETTING CORPORATE SPONSORS

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-31

Other Names

• Helen Kathleen Howard
• Lynn Howard
• Helen K Howard
• Helen K Henderson
• Helen Kathleen Henderson