Richard WardCRD Number: 1807923
Current Firm: Advice And Planning Services
Richard Ward (CRD# 1807923) is an Investment Advisor Representative working at Advice And Planning Services in Norfolk, VA and has over 25 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Norfolk, VA||May 2012 - Current||5|
|Tiaa||Norfolk, VA||May 2012 - Current||5|
|Tiaa-cref Individual & Institutional Services Inc.||Tampa, FL||Mar 2000 - May 2012||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1991|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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