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
Independent Financial Partners
Pragmatic Financial Strategies, 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 Management5,445MILLIONS
Total Number of Accounts29,958ACCOUNTS
Average Account Value$181,751
- 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)
- Publication of periodicals or newsletters
- 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, WY
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