Southward Financial Services, LLC
Southward Financial Services, LLC (CRD# 119849) is a financial advisory firm headquartered in , . They manage $26,700,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$721,622
- 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
Roger Southward (CRD# 4539336) is an Investment Advisor Representative working at Southward Financial Services, LLC in Pickerington, OH and has 1 year of experience in the finance industry. Roger Southward 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.