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Wade Fitzgerald Ward

WARD FINANCIAL ADVISORS, LTD.·COLUMBIA, South Carolina
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1925 GADSDEN STREET, COLUMBIA, SC 29201-2346CRD# 1155112Firm CRD# 139673
01

About

Wade Fitzgerald Ward is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with WARD FINANCIAL ADVISORS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WARD FINANCIAL ADVISORS, LTD.
WARD FINANCIAL ADVISORS, LTD.
AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WARD FINANCIAL ADVISORS, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1155112
Firm CRD# 139673
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wade Fitzgerald Ward offer?
Wade Fitzgerald Ward specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Wade Fitzgerald Ward's credentials?
Wade Fitzgerald Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wade Fitzgerald Ward located?
Wade Fitzgerald Ward is based in COLUMBIA, South Carolina, working with WARD FINANCIAL ADVISORS, LTD.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Wade Fitzgerald Ward charge for services?
Wade Fitzgerald Ward's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WARD FINANCIAL ADVISORS, LTD.?
WARD FINANCIAL ADVISORS, LTD. has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeb Stuart Zoller — DAVINCI FINANCIAL DESIGNS LLCCheryl Rene Holland — ABACUS PLANNING GROUP, INC.Charles Warren Hammer — ABACUS PLANNING GROUP, INC.Fowler William Cary — CCM INVESTMENT ADVISERS, LLCJoy Jones Watkins — ANCHOR INVESTMENT MANAGEMENT, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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