Kelly Ward (CRD# 1280999) is an Investment Advisor Representative working at D.a. Davidson & Company in Twin Falls, ID and has over 39 years of experience in the finance industry.
CRD# 6022002
Lpl Financial LLC
CRD# 5640098
State Farm Investment Management Corp.
CRD# 6484233
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Davidson & Company | Twin Falls, ID | Feb 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- ID
- TX
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Total Assets Under Management27,925MILLIONS
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Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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