Joseph Ward (CRD# 7703454) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Align Impact, LLC | Los Angeles, CA | Jul 2022 - Current | 1 |
| Unemployed | College Park, MD | May 2022 - Jul 2022 | < 1 |
| University Of Maryland | College Park, MD | Aug 2018 - May 2022 | 3 |
| Tablefield Catering | Catonsville, MD | Apr 2016 - Sep 2021 | 5 |
| Dunkin Donuts | Catonsville, MD | Apr 2016 - Aug 2018 | 2 |
| Catonsville High School | Catonsville, MD | Aug 2014 - May 2018 | 3 |
| Arbutus Middle School | Arbutus, MD | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
-
Total Assets Under Management728MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$15,497,517
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, ID, NC, NY, PA, TX
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