Ward FonroseCRD Number: 1436794
Current Firm: E*trade Capital Management, LLC
Ward Fonrose (CRD# 1436794) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Alpharetta, GA and has over 25 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|E*trade Securities LLC||Alpharetta, GA||Oct 2012 - Current||5|
|Wts Proprietary Trading Group LLC||Atlanta, GA||Feb 2012 - Sep 2012||< 1|
|Roswell Capital Partners, LLC||Alpharetta, GA||Aug 2011 - Jan 2012||< 1|
|E*trade Capital Management LLC||Alpharetta, GA||Oct 2008 - Jun 2011||2|
|E*trade Securities LLC||Alpharetta, GA||Mar 2006 - Jun 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 1992|
|S66||NASAA Uniform Combined State Law Examination||Mar 2005|
Total Assets Under Management3,199MILLIONS
Total Number of Accounts19,200ACCOUNTS
Average Account Value$166,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.