Bruce Ward Jr (CRD# 5080577) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Tucson, AZ and has over 18 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.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meridian Wealth Management | Tucson, AZ | Sep 2023 - Current | < 1 |
| United Capital Financial Advisers | Tuscon, AZ | Mar 2017 - Sep 2023 | 6 |
| 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 |
- AK
- AZ
- CA
- CO
- CT
- FL
- HI
- KS
- MD
- MN
- OR
- SD
- TX
- WA
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Total Assets Under Management2,906MILLIONS
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Total Number of Accounts8,456ACCOUNTS
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Average Account Value$343,609
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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