WARD FINANCIAL ADVISORS, LTD.

COLUMBIA, South Carolina·2 registered advisors·CRD# 139673
SEC# 801-66269803-929-0720
01

Firm Overview

AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WARD FINANCIAL ADVISORS, LTD.

2 registered advisors
Cheryl Lynn Henderson
COLUMBIA, South Carolina
Wade Fitzgerald Ward
COLUMBIA, South Carolina
05

Office Locations

COLUMBIA, South Carolina
2 advisors

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Data sourced from SEC Form ADV filings. WARD FINANCIAL ADVISORS, LTD. (CRD# 139673) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.