Benjamin WardCRD Number: 7082795
Current Firm: Lpl Financial LLC
Benjamin Ward (CRD# 7082795) is an Investment Advisor Representative working at Lpl Financial LLC in Palmer, AK and has over 3 years of experience in the finance industry.
Royal Alliance Associates, Inc.
|Lpl Financial LLC||Palmer, AK||Jul 2021 - Current||1|
|Wards Inc.||Palmer, AK||Apr 2019 - Jul 2021||2|
|Waddell And Reed Inc.||Palmer, AK||Mar 2019 - Jul 2021||2|
|Hatcher Pass Snow Association LLC||Palmer, AK||Sep 2012 - Jul 2021||8|
|Doyon Drilling Inc.||Anchorage, AK||Jul 2010 - Mar 2019||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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, WY
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