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Alan Lloyd Ford
Farther
2 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Farther
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B
Fee Structure
Investment Management
Planning
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Location
155 B Ave., Suite 100, Lake Oswego,, OR, 97034
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History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Criminal
May 2015
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Farther
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Cable Hill Partners, LLC
July 2019 - June 2021 · 1 yr 11 mos
State Registrations
1 state
OR
Advisor
Exams
No exam information available for this advisor.