Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ward is a registered investment advisor representative with Calton & Associates, Inc., in Marble Falls, Texas. Christopher is a licensed insurance producer in South Carolina and has over 14 years of experience in the financial services industry. Christopher has a strong background in financial planning, investment management, and insurance services. Christopher is committed to providing clients with personalized advice and guidance to help them achieve their financial goals. Prior to joining Calton & Associates, Inc., Christopher worked at Dominion Investor Services, Inc., and Lincoln Financial Securities Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/06/2024 - Present
Calton & Associates, Inc. (Marble Falls TX)
SC
01/21/2020 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (PICKENS SC)
SC
05/28/2015 - 08/06/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (PICKENS SC)
SC
02/05/2015 - 05/05/2015
ROYAL ALLIANCE ASSOCIATES, INC. (PICKENS SC)
IA
Issued 09/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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