Christian Ward (CRD# 6345102) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 6 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversify Wealth Management | Sandy, UT | Feb 2024 - Current | < 1 |
| Dfpg Investments, LLC | Sandy, UT | Dec 2020 - Current | 3 |
| Firstpurpose Wealth | Orem, UT | Oct 2020 - Feb 2024 | 3 |
| Fidelity Brokerage Services, LLC | American Fork, UT | Oct 2017 - Oct 2020 | 3 |
| Fine Design | Provo, UT | Aug 2017 - Oct 2017 | < 1 |
| Utah Air National Guard | Salt Lake City, UT | Apr 2007 - Oct 2017 | 10 |
| Peterson Wealth Advisors | Orem, UT | Jun 2014 - Dec 2016 | 2 |
| Vivint | Provo, UT | Sep 2014 - Sep 2015 | 1 |
| Utah Valley University | Orem, UT | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- UT
-
Total Assets Under Management540MILLIONS
-
Total Number of Accounts3,416ACCOUNTS
-
Average Account Value$158,144
- 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
AZ, CA, CO, FL, ID, LA, NE, NV, NY, PA, SC, TX, UT, VA, WA
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