Marcus WardCRD Number: 1189369
Current Firm: Smith Hayes Advisers Inc.
Marcus Ward (CRD# 1189369) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Omaha, NE and has over 33 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|D.a. Davidson & Company||Omaha, NE||Jul 2016 - Current||< 1|
|Smith Hayes Financial Services Corp.||Omaha, NE||Jun 2002 - Current||14|
|Smith Hayes Advisers Inc.||Omaha, NE||Jun 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
Total Assets Under Management2,146MILLIONS
Total Number of Accounts2,174ACCOUNTS
Average Account Value$986,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
AK, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI