Unclaimed Profile

Orville Duane Ward

AVIANCE CAPITAL PARTNERS LLC·NAPLES, Florida

Series 7, Series 63Clean record22 years registeredAVIANCE CAPITAL PARTNERS LLC

2180 IMMOKALEE ROAD, #301, NAPLES, FL 34110-1407CRD# 1555999Firm CRD# 146597

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Orville Duane Ward · NAPLES, FL

Registration

CRD #1555999 · AVIANCE CAPITAL PARTNERS LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AVIANCE CAPITAL PARTNERS LLC

AVIANCE CAPITAL MANAGEMENT, LLC

Mar 2009 – Nov 2012

SARASOTA, FL

AVIANCE CAPITAL PARTNERS LLC

Feb 2009 – Oct 2017

NAPLES, FL

YHB INVESTMENT ADVISORS INC

Jun 2004 – Feb 2009

WEST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · June 30, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVIANCE CAPITAL PARTNERS LLC

CRD 146597 · SEC 801-68979

AUM

$632M

Regulatory assets under management

Employees

721 client accounts

Services offered by AVIANCE CAPITAL PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVIANCE CAPITAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Orville Duane Ward offer?

Orville Duane Ward specializes in Financial Planning, Investment Management, Wealth Management.

What are Orville Duane Ward's credentials?

Orville Duane Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Orville Duane Ward located?

Orville Duane Ward is based in NAPLES, Florida, last registered with AVIANCE CAPITAL PARTNERS LLC.

How does Orville Duane Ward charge for services?

Orville Duane Ward's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVIANCE CAPITAL PARTNERS LLC?

AVIANCE CAPITAL PARTNERS LLC has approximately 8 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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