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Terri Bolden Ward

United Capital Financial Advisors

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About Terri Bolden Ward

Terri Bolden Ward is a financial advisor with United Capital Financial Advisors. Terri is a Certified Financial Planner and has been in the financial industry since 1997. Terri has experience working with individuals, businesses, and charitable organizations. Terri holds a Series 6, 7 and 63 license. Terri is currently registered to provide investment advisory services in Tennessee.

Firm Information

Terri Ward is currently registered with United Capital Financial Advisors. United Capital Financial Advisors is an investment advisory firm based in Irving, Texas. They offer a variety of services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm manages over $17.7 billion in assets and has a team of over 200 licensed professionals. They are registered with the SEC and have offices across the United States.
United Capital Financial Advisors

125 E JOHN CARPENTER FRWY

IRVING, TX 75062

$17.69B

Assets Under Management

1,689

Total Clients

127

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-adviser for other investment advisers

Sub-adviser for other investment advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Terri Ward’s Registration & Firm History

TN

02/05/2015 - Present

United Capital Financial Advisors (BRENTWOOD TN)

TN

01/06/2005 - 08/05/2013

TRUSTCORE INVESTMENTS, INC. (BRENTWOOD TN)

NY

04/08/1999 - 01/03/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

IA

11/24/1997 - 05/26/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 11/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/10/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terri Bolden Ward.
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