Unclaimed Profile

Wade Fitzgerald Ward

WARD FINANCIAL ADVISORS, LTD.·COLUMBIA, South Carolina

Series 7, Series 24, Series 63Clean record22 years registeredWARD FINANCIAL ADVISORS, LTD.

1925 GADSDEN STREET, COLUMBIA, SC 29201-2346CRD# 1155112Firm CRD# 139673

Profile Verification

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

Identity

Wade Fitzgerald Ward · COLUMBIA, SC

Registration

CRD #1155112 · WARD FINANCIAL ADVISORS, LTD. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WARD FINANCIAL ADVISORS, LTD.

ANCHOR INVESTMENT MANAGEMENT

Jul 2013 – Dec 2024

Williamsburg, VA

WARD FINANCIAL ADVISORS, LTD.

Jan 2004 – Aug 2013

COLUMBIA, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · January 1, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WARD FINANCIAL ADVISORS, LTD.

CRD 139673 · SEC 801-66269

AUM

$62M

Regulatory assets under management

Employees

90 client accounts

Services offered by WARD FINANCIAL ADVISORS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WARD FINANCIAL ADVISORS, LTD. →

Introduction

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Frequently Asked Questions

What services does Wade Fitzgerald Ward offer?

Wade Fitzgerald Ward specializes in Financial Planning, Investment Management.

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, last registered with WARD FINANCIAL ADVISORS, LTD..

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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