David
Ford

Blakeslee & Blakeslee Financial Advisers Inc

CRD#2965164
Investment Advisor
in San Luis Obispo, CA

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About this Advisor

David Ford is a financial advisor based in San Luis Obispo, California, working with Blakeslee & Blakeslee Financial Advisers Inc. David has previously worked at American Funds, Blakeslee & Blakeslee, Inc, and Blakeslee & Blakeslee Financial Advisers. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Illinois, Nevada, and Texas. Currently, David is part of Blakeslee & Blakeslee Financial Advisers Inc, which operates three offices and has seven employees. The firm manages $308.5 million in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Blakeslee & Blakeslee Financial Advisers Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1101 Marsh St.
San Luis Obispo, CA 93401

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Blakeslee & Blakeslee Financial Advisers Inc Brokerage Details

Total Assets Under Management

$308,492,461

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

727

CA Average: 3,727
Average Account Size

$424,336

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

David Ford Work History

2025 - Present (0 year)

Blakeslee & Blakeslee Financial Advisers

2024 - Present (1 year)

Blakeslee & Blakeslee, Inc

2021 - 2024 (3 years)

American Funds

2015 - 2021 (6 years)

American Funds

2013 - 2015 (2 years)

American Funds

Disclosures

Please visit the SEC profile of David Ford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blakeslee & Blakeslee Financial Advisers Inc

Christopher Coates
San Luis Obispo, CA
David Ford
San Luis Obispo, CA
Taylor Perez
San Luis Obispo, CA
Deirdre Torres
San Luis Obispo, CA
Craig Darnell
San Luis Obispo, CA
Tricee Wright
San Luis Obispo, CA
Stephen Hiltscher
San Luis Obispo, CA
Sam Blakeslee
San Luis Obispo, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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