Joseph Ward (CRD# 3066458) is an Investment Advisor Representative working at Redwood Private Wealth in Saint Petersburg, FL and has over 13 years of experience in the finance industry. Joseph Ward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Brookwood Investment Group LLC | Phoenix, AZ | Jun 2023 - Current | < 1 |
Ocean One Insurance Agency, LLC | Jupiter, FL | Jul 2022 - Current | 1 |
Redwood Private Wealth LLC | Phoenix, AZ | May 2022 - Current | 1 |
Suncoast Insurance Solutions | St Petersburg, FL | Aug 2014 - Current | 9 |
Belpointe Asset Managment, LLC | Greenwich, CT | Jun 2018 - Jun 2023 | 5 |
Belpointe Insurance, LLC | Greenwich, CT | Jun 2018 - Jan 2022 | 3 |
Brokers International Financial Services | St Petersburg, FL | Jun 2015 - May 2018 | 2 |
Pinkerton Insurance Group | St Petersburg, FL | May 2015 - Feb 2018 | 2 |
Questar Asset Management | Minneapolis, MN | May 2011 - Jun 2015 | 4 |
Questar Capital | Minneapolis, MN | Feb 2010 - Jun 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
- FL
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Total Assets Under Management268MILLIONS
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$149,643
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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