Altoona, PA Office

Team
Updated today

Client AUM

$5,876,687,926

Clients

30,595

Advisors

2

Of 478 advisors across 263 offices

Location

Altoona PA

Advisors at this office

2

Advisors at this office

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Madison F

Series 66

Altoona, PA

SPC

Madison Ford is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Prior to joining SPC, Madison held positions at Parkland Securities, LLC and Illinois Mutual. Outside of finance, Madison has diverse work experience including roles in education and retail. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, notably the SIGMA Managed Account.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Mark F

Series 63, Series 65

Altoona, PA

SPC

Mark Ford is a financial advisor with SPC in Altoona, PA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Parkland Securities since 2014 and has been with SPC since 2004. Ford serves as Vice President and board member of the Altoona Chapter of AMBUCS, a nonprofit organization that assists people with mobility disabilities. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through managed account programs and third-party partnerships.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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