Gina Ward (CRD# 6597793) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sycamore, IL and has over 4 years of experience in the finance industry.
CRD# 4973788
Polen Capital Management, LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 6874212
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Sep 2021 - Current | 2 |
| Raymond James & Associates, Inc. | Sycamore, IL | Dec 2015 - Sep 2021 | 5 |
| Self Employed | Littleton, CO | Jun 2005 - Dec 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- IL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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