Richard Ward, financial advisor Pittsburgh PA

Richard Ward

CRD Number: 5742345
Current Firm: Centerview Wealth Advisors, LLC

Richard Ward (CRD# 5742345) is an Investment Advisor Representative working at Centerview Wealth Advisors, LLC in Pittsburgh, PA and has over 14 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Investment Advisers LLC
Similar Advisors
C. Ellis, financial advisor Pittsburgh PA
C. S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Similar Advisors
Patrick Aaron, financial advisor Pittsburgh PA
Patrick E. Aaron
CRD# 5335512
Lpl Financial LLC
Company Name Location Dates Years
Centerview Wealth Advisors, LLC Pittsburgh, PA Oct 2015 - Current 8
Cambridge Investment Research, Inc. Fairfield, IA Jul 2014 - Current 9
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2014 - Current 9
Shaklee Products Pleasanton, CA Jun 2005 - Current 18
Morgan Stanley Smith Barney Pittsburgh, PA Apr 2012 - Jul 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2010
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Richard L. Ward
Phone Number: 412-532-8111
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    98
    MILLIONS
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $618,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH, PA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.