Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Andrew Ward is a registered investment advisor representative. Ward is currently registered with Ward & Associates in Rancho Santa Fe, CA. Ward has been in the industry since April 2000. Ward is a Series 65 licensed individual. Ward has experience in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Ward primarily works with high net worth individuals, individuals other than high net worth individuals, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
03/11/2004 - Present
Ward & Associates (RANCHO SANTA FE CA)
IA
Issued 10/18/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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