Najee WardCRD Number: 6302804
Current Firm: Usaa Investment Management Company
Najee Ward (CRD# 6302804) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 3 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Usaa Investment Management Company||San Antonio, TX||Jan 2018 - Current||< 1|
|Lyft||San Francisco, CA||Dec 2016 - Current||1|
|Najee Ward||Arlington, TX||Apr 2015 - Current||2|
|Usaa Financial Advisors, Inc.||Addison, TX||Feb 2014 - Current||4|
|Usaa Financial Planning Services||Addison, TX||Feb 2014 - Current||4|
|University Of Medical Center||Lubbock, TX||Oct 2013 - Dec 2013||< 1|
|Full-time Student||Lubbock, TX||Aug 2013 - Oct 2013||< 1|
|Usaa Financial Services||San Antonio, TX||May 2013 - Aug 2013||< 1|
|University Medical Center Health System||Lubbock, TX||Aug 2012 - May 2013||< 1|
|Texas Tech University||Lubbock, TX||Aug 2011 - Sep 2012||1|
|Unemployed||Arlington, TX||Aug 2008 - Aug 2011||3|
|Unemployed||Oakland, CA||Feb 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Apr 2014|
Total Assets Under Management25,236MILLIONS
Total Number of Accounts140,425ACCOUNTS
Average Account Value$179,715
- A percentage of assets under your management
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.