Brian Ward, financial advisor Lehi UT
78 score

Brian Ward

CRD Number: 6058582
Current Firm: B.o.s.s. Retirement Advisors, LLC

Brian Ward (CRD# 6058582) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
B.o.s.s. Retirement Advisors, LLC Lehi, UT Feb 2016 - Current < 1
Global Financial Private Capital Sarasota, FL Apr 2012 - Feb 2016 3
Capstone Wealth Group Oren, UT May 2011 - Feb 2016 4
Republic Mortgage Salt Lake City, UT Oct 2010 - May 2011 < 1
Castle And Cooke Salt Lake City, UT Aug 2008 - Oct 2010 2
Taylor Mortgage Oren, UT Oct 2004 - Aug 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Brian Ward
Phone Number: 801-990-5055
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX, UT

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BADGES
78

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