Clinton Ward, financial advisor Atlanta GA

Clinton Ward

CRD Number: 4520678
Current Firm: Allstate Financial Advisors, LLC

Clinton Ward (CRD# 4520678) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Patriot Group Llc/westside Insurance Group Atlanta, GA Apr 2017 - Current 6
Allstate Insurance Company Atlanta, GA Jan 2017 - Current 7
Capital Asset Advisory Services, LLC Haslett, MI Aug 2017 - Feb 2018 < 1
Allstate Financial Services Atlanta, GA Jan 2017 - Aug 2017 < 1
Allstate Insurance Co Atlanta, GA Dec 2016 - Aug 2017 < 1
Capital Asset Advisory Services, LLC Haslett, MI May 2016 - Oct 2016 < 1
Allstate Insurance Company Atlanta, GA Jul 2013 - May 2016 2
Patriot Group LLC Atlanta, GA Jul 2013 - May 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Jun 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Clinton D. Ward
Phone Number: 877-232-2142
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $205,173
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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