Gregory Ward, financial advisor Clarkston WA

Gregory Ward

CRD Number: 6028293
Current Firm: Lpl Financial LLC

Gregory Ward (CRD# 6028293) is an Investment Advisor Representative working at Lpl Financial LLC in Clarkston, WA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Clarkston, WA Jul 2021 - Current 2
Jeff Feuerstein Pullman, WA Dec 2017 - Jul 2021 3
Waddell & Reed, Inc. Clarkston, WA Feb 2012 - Jul 2021 9
Various Insurance Carriers For W&r Insurance Agencies Lewiston, ID Feb 2012 - Jul 2021 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Gregory J. Ward
Phone Number: 704-733-3300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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