Lisa Ward (CRD# 6830261) is an Investment Advisor Representative working at Chappelwood Financial Services in Arlington, TX and has over 5 years of experience in the finance industry. Lisa Ward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Arlington, TX | May 2020 - Current | 4 |
| Nylife Securities LLC | Fort Worth, TX | Sep 2018 - May 2020 | 1 |
| New York Life Insurance Company | Fort Worth, TX | Jul 2017 - May 2020 | 2 |
| Unemployed | Arlington, TX | May 2017 - Sep 2017 | < 1 |
| K. Hovnanian Homes | Plano, TX | Aug 2016 - May 2017 | < 1 |
| The Container Store | Arlington, TX | Mar 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- OK
- TX
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts385ACCOUNTS
-
Average Account Value$225,600
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OK, TX
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