Edward WardCRD Number: 2848710
Current Firm: Robinswood Financial
Edward Ward (CRD# 2848710) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 26 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Robinswood Financial||Kirkland, WA||Feb 2007 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management306MILLIONS
Total Number of Accounts1,064ACCOUNTS
Average Account Value$287,269
- 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
AZ, CA, OR, WA
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