Matthew Ward, financial advisor Driggs ID

Matthew Ward

CRD Number: 2130063
Current Firm: Encore 401k, LLC

Matthew Ward (CRD# 2130063) is an Investment Advisor Representative working at Encore 401k, LLC in Driggs, ID and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Encore 401k, LLC Driggs, UT Jan 2023 - Current 1
Encore 401k, LLC Driggs, ID Dec 2022 - Current 1
Retirement Victor, ID Mar 2020 - Dec 2022 2
The Capital Group / American Funds Driggs, ID Jan 2014 - Feb 2020 6
American Funds Distributors Inc. Driggs, ID Jan 2014 - Feb 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Jul 2022
Contact Info for Matthew W. Ward
Phone Number: 208-421-4701
Firm Website: https://encore-401k.com
Registered State(s):
  • ID
  • MT
  • WY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States

ID, MT, WY

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