David Ford has been an investment adviser representative at Blakeslee & Blakeslee Financial Advisers since May 2025, and is not listed among the firm’s executive officers or direct owners.
Blakeslee & Blakeslee Financial Advisers Inc. is a San Luis Obispo, CA firm with $423M under management, 807 clients and 7 advisers across 4 offices, as of its March 2026 filing.
David Ford’s longest registration was 11 years at Capital Client Group, Inc. (2013–2025). Before joining Blakeslee & Blakeslee Financial Advisers in 2025, David Ford was registered through Capital Client Group, Inc. and American Century Advisory Services, Inc.
- – present · 1 yearAdviser representative · Firm CRD 287683
- Capital Client Group, Inc.– · 11 yearsLos Angeles, CA · Adviser representative · Firm CRD 6247
- American Century Advisory Services, Inc.– · 6 yearsHermosa Beach, CA · Adviser representative · Firm CRD 121974
- Federated Investment Counseling– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 105325
Investment adviser representative registrations
David Ford is registered as an investment adviser representative in 4 states, as a resident of Texas. Each was approved in May 2025.
- CaliforniaSince 14 May 2025
- IllinoisSince 15 May 2025
- NevadaSince 14 May 2025
- TexasResidentSince 15 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 7 February 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 August 1999 |
| Series 31 | Futures Managed Funds Examination | 12 August 1999 |
| Series 7 | General Securities Representative Examination | 23 November 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 July 1998 |
| Series 52 | Municipal Securities Representative Examination | 21 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Representative Examination
- Full name
- David Richard Ford
- CRD
- 2965164
- Firm
- Blakeslee & Blakeslee Financial Advisers · CRD 287683
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Ford work?
David Ford is an investment adviser representative registered through Blakeslee & Blakeslee Financial Advisers Inc. since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Ford a financial advisor?
Yes. David Ford has a current investment-adviser registration in California, Illinois, Nevada and Texas, through Blakeslee & Blakeslee Financial Advisers since May 2025.
How many years of experience does David Ford have?
David Ford has 28 years in the financial industry, since September 1998, across 4 adviser firms.
What exams has David Ford passed?
David Ford has passed 6 licensing exams: the Series 52, Series 63, Series 7, Series 65, Series 31 and Series 26. The earliest, the Series 52, was passed in July 1998. FINRA credited David Ford with the SIE, which began in October 2018.
Where did David Ford work before Blakeslee & Blakeslee Financial Advisers?
Before Blakeslee & Blakeslee Financial Advisers, David Ford was registered through Capital Client Group, Inc., July 2013 to January 2025; American Century Advisory Services, Inc., April 2006 to December 2012; Federated Investment Counseling, October 2003 to July 2005.
Is David Ford registered with FINRA?
Yes. David Ford has a current broker registration, under CRD 2965164.
Source: FINRA BrokerCheck
How can I verify David Ford’s record?
Search CRD 2965164 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Ford’s full registration record.
