Elizabeth Ward (CRD# 7262684) is an Investment Advisor Representative working at Edward Jones in Lindsay, OK and has over 3 years of experience in the finance industry.
CRD# 6321255
Edward Jones
CRD# 6901111
Edward Jones
CRD# 5311077
Arbor Point Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2020 - Current | 3 |
| R.d. Williams & Company | Ardmore, OK | Sep 2016 - May 2020 | 3 |
| Ward Field & Land Services, LLC | Ardmore, OK | Jun 2005 - Sep 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- OK
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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