Christina Ward, financial advisor Carlisle PA

Christina Ward

CRD Number: 4260765
Current Firm: Diamond Wealth Advisors

Christina Ward (CRD# 4260765) is an Investment Advisor Representative working at Diamond Wealth Advisors in Carlisle, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Jd Financial Services, Inc. (dba: Diamond Wealth Advisors) Carlisle, PA Feb 2020 - Current < 1
Lpl Financial LLC Carlisle, PA Feb 2018 - Current 2
Jacqueline L. Powell & Associates, Inc. Carlisle, PA Oct 2009 - Feb 2020 10
Invest Financial Corp Tampa, FL Oct 2009 - Feb 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Christina A. Ward
Phone Number: (717) 462-6422
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $151,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, MD, NJ, PA, TX

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