Gordon Ward (CRD# 2932905) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 26 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Voya Retirement Advisors | Windsor, CT | Sep 2018 - Current | 5 |
Voya Financial Partners, LLC | Windsor, CT | May 2018 - Current | 6 |
Voya Financial | Windsor, CT | Sep 2014 - Current | 9 |
Voya Financial Advisors, Inc. | Windsor, CT | Feb 2016 - May 2018 | 2 |
Voya Retirement Advisors | Windsor, CT | Sep 2014 - Feb 2016 | 1 |
Ing | Windsor, CT | Jan 2014 - Sep 2014 | < 1 |
Ing Investment Advisors | Windsor, CT | Jan 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1998 |
S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- NJ
- NC
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Total Assets Under Management27,041MILLIONS
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Total Number of Accounts11,767ACCOUNTS
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Average Account Value$2,298,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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