Ward Wealth Management Services, Inc.
Ward Wealth Management Services, Inc. (CRD# 117810) is a financial advisory firm headquartered in Stillwater, OK. They manage $35,600,000 in 258 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts258ACCOUNTS
Average Account Value$137,985
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
James Ward (CRD# 2736274) is an Investment Advisor Representative working at Ward Wealth Management Services, Inc. in Stillwater, OK and has over 21 years of experience in the finance industry.