Wade Ward, financial advisor Columbia SC
96 score

Wade Ward

CRD Number: 1155112
Current Firm: Anchor Investment Management

Wade Ward (CRD# 1155112) is an Investment Advisor Representative working at Anchor Investment Management in Columbia, SC and has over 33 years of experience in the finance industry. Wade 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.

Similar Advisors
James Agostini, financial advisor Columbia SC
James S. Agostini
CRD# 2596320
Davinci Financial Designs
Similar Advisors
David Allison, financial advisor Columbia SC
David L. Allison
CRD# 4442492
Allison Investment Management, LLC
Similar Advisors
Blake Amick, financial advisor Columbia SC
Blake D. Amick
CRD# 1402104
Cetera Advisor Networks LLC
Professional Designations
Company Name Location Dates Years
Anchor Investment Management, LLC Columbia, SC Jul 2013 - Current 3
Wade Financial Advisors Ltd Columbia, SC Apr 1983 - Jun 2013 30
Princor Financial Services Corp Columbia, SC May 2004 - Dec 2006 2
Principal Life Insurance Co Columbia, SC May 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
Contact Info for Wade F. Ward
Phone Number: 803-790-6654
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.