Deborah WardCRD Number: 2844190
Current Firm: Cary Street Partners
Deborah Ward (CRD# 2844190) is an Investment Advisor Representative working at Cary Street Partners in Glen Allen, VA and has over 2 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
Davenport & Company LLC
|Cary Street Partners LLC||Glen Allen, VA||Feb 2019 - Current||3|
|Yankee Candle Company||Glen Allen, VA||Oct 2018 - Feb 2019||< 1|
|Debbie's Doll Beds||Mechanicsville, VA||May 2010 - Dec 2018||8|
|Unemployed||Mechanicsville, VA||Jan 2003 - Oct 2018||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management3,946MILLIONS
Total Number of Accounts7,310ACCOUNTS
Average Account Value$539,830
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, VI, VT, WA, WI, WV, WY
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