Corey Ward, financial advisor Spring Hill FL

Corey Ward

CRD Number: 5588393
Current Firm: Market Guard

Corey Ward (CRD# 5588393) is an Investment Advisor Representative working at Market Guard in Spring Hill, FL and has over 15 years of experience in the finance industry. Corey 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.

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Professional Designations
Company Name Location Dates Years
Campbell & Company, Cpa, Pa; D/b/a Campbell & Company Wealth Advisers Spring Hill, FL Jan 2021 - Current 2
Grow Financial Federal Credit Union Saint Petersburg, FL May 2018 - Dec 2020 2
Cuso Financial Services, LP San Diego, CA May 2018 - Dec 2020 2
Tiaa Tampa, FL Nov 2015 - Apr 2018 2
Tiaa-cref Individual & Institutional Services, LLC Tampa, FL Nov 2015 - Apr 2018 2
Pinnacle Wealth Management Elmsford, NY Sep 2014 - Nov 2015 1
Voya Financial Advisors Elmsford, NY Oct 2008 - Nov 2015 7
Ing Financial Partners, Inc. Elmsford, NY Jan 2011 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Corey F. Ward
Phone Number: 720-457-6844
Registered State(s):
  • AL
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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