Marylynn Ford has been an investment adviser representative at LifeSteps Financial since March 2012, and is not listed among the firm’s executive officers or direct owners.
Lifesteps Financial, Inc. is a Claremont, CA firm with $443M under management, 680 clients and 3 advisers across 4 offices, as of its September 2026 filing.
- Lifesteps FinancialCurrent– present · 14 yearsRichland, MO · Adviser representative · Firm CRD 153852
Investment adviser representative registrations
Marylynn Ford is registered as an investment adviser representative in 2 states. The first approvals date from March 2012; the most recent is Missouri, in November 2024.
- CaliforniaSince 16 March 2012
- MissouriSince 1 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Marylynn Marie Ford
- CRD
- 6027933
- Firm
- LifeSteps Financial · CRD 153852
- Office
- Richland, MO
- Registration
- Investment adviser registration
- In the industry since
- March 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Marylynn Ford work?
Marylynn Ford is an investment adviser representative registered through Lifesteps Financial, Inc. since March 2012, and is not listed among the firm’s executive officers or direct owners.
Is Marylynn Ford a financial advisor?
Yes. Marylynn Ford has a current investment-adviser registration in California and Missouri, through LifeSteps Financial since March 2012.
How many years of experience does Marylynn Ford have?
Marylynn Ford has 14 years in the financial industry, since March 2012, across 1 adviser firm.
What exams has Marylynn Ford passed?
Marylynn Ford passed the Series 65 in November 2010.
Where is Marylynn Ford based?
Marylynn Ford’s registered office is in Richland, MO.
Is Marylynn Ford registered with FINRA?
No. Marylynn Ford has no current broker registration.
How can I verify Marylynn Ford’s record?
Search CRD 6027933 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marylynn Ford’s full registration record.