Daniel Ward, financial advisor Wake Forest NC

Daniel Ward

CRD Number: 6627521
Current Firm: Oak City Consulting, LLC

Daniel Ward (CRD# 6627521) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Oak City Consulting LLC Raleigh, NC Apr 2018 - Current 5
First Citizens Investor Services Raleigh, NC Dec 2016 - Mar 2018 1
First Citizens Bank Raleigh, NC Dec 2016 - Mar 2018 1
First Citizens Investor Services Raleigh, NC Mar 2016 - Nov 2016 < 1
First Citizens Bank Raleigh, NC Jun 2006 - Nov 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2016
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Daniel Ward
Phone Number: 919-844-6450
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    783
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $3,194,002
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

NC, TX

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