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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kent Ward is a financial advisor with Savant Wealth Management. David has over 9 years of experience in the financial services industry. He holds Series 7, Series 63, and SIE licenses. He is also a Certified Financial Planner. David's previous employment includes roles with Bridgeworth Financial, LLC and LPL FINANCIAL. David has worked with a wide range of clients, including high-net-worth individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and guidance. David's focus is on providing financial planning, pension consulting, and educational seminars. He is passionate about helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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IL
12/04/2023 - Present
Savant Wealth Management (ROCKFORD IL)
AL
06/02/2017 - 09/28/2018
LPL FINANCIAL LLC (BIRMINGHAM AL)
BC
Issued 07/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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