Kelly Ward, financial advisor Twin Falls ID
93 score

Kelly Ward

CRD Number: 1280999
Current Firm: D.a. Davidson & Company

Kelly Ward (CRD# 1280999) is an Investment Advisor Representative working at D.a. Davidson & Company in Twin Falls, ID and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Twin Falls, ID Feb 2011 - Current 5
Wells Fargo Investments LLC Twin Falls, ID Jan 2008 - Feb 2011 3
A. G. Edwards & Sons, Inc. Twin Falls, ID Jun 1989 - Jan 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Kelly C. Ward
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    9,918
    MILLIONS
  • Total Number of Accounts
    33,323
    ACCOUNTS
  • Average Account Value
    $297,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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