Michael WardCRD Number: 1239163
Current Firm: Commonwealth Financial Network
Michael Ward (CRD# 1239163) is an Investment Advisor Representative working at Commonwealth Financial Network in Ligonier, PA and has over 32 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Cadaret Grant & Co Inc.
Cambridge Investment Research Advisors, Inc.
|Wealth Management Parteners, LLC||Pittsburg, PA||Nov 2001 - Current||15|
|Commonwealth Financial Network||Waltham, MA||Nov 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 2000|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV