Dustin Ward, financial advisor Homewood AL

Dustin Ward

CRD Number: 5889856
Current Firm: Pnc Investments

Dustin Ward (CRD# 5889856) is an Investment Advisor Representative working at Pnc Investments in Homewood, AL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments LLC Birmingham, AL Apr 2024 - Current < 1
Bank Of America, N.a. Birmingham, AL Nov 2016 - Apr 2024 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham, AL Oct 2016 - Apr 2024 7
Td Ameritrade Birmingham, AL May 2015 - Aug 2016 1
Bbva Securities Inc. Birmingham, AL Dec 2013 - May 2015 1
Compass Bank Birmingham, AL Dec 2013 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Dustin Ward
Phone Number: 800-762-6111
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    23,896
    MILLIONS
  • Total Number of Accounts
    152,189
    ACCOUNTS
  • Average Account Value
    $157,014
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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