Bruce Ward JrCRD Number: 5080577
Current Firm: Goldman Sachs Personal Financial Management
Bruce Ward Jr (CRD# 5080577) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Tucson, AZ and has over 15 years of experience in the finance industry. Bruce Ward Jr 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.
Ubs Financial Services Inc.
Lpl Financial LLC
|United Capital Financial Advisers||Tuscon, AZ||Mar 2017 - Current||4|
|The Vanguard Group, Inc.||Scottsdale, AZ||Oct 2016 - Mar 2017||< 1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Jan 2006 - Mar 2017||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
Total Assets Under Management29,473MILLIONS
Total Number of Accounts76,965ACCOUNTS
Average Account Value$382,942
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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