Invested Better
Unclaimed

Unclaimed

Unclaimed

Ward Lee Garner

Bill FEW Associates, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ward? Claim Your Profile

About Ward Lee Garner

Ward Garner has been a financial advisor for over 30 years. He is currently a registered investment advisor with Bill Few Associates, Inc. in Pittsburgh, PA. Ward Garner has a strong background in the financial services industry and is committed to providing his clients with personalized financial advice. He has a particular focus on individuals, charitable organizations, and pension and profit-sharing plans. Ward Garner is also a certified financial planner and has experience in portfolio management, financial planning, and pension consulting.

Firm Information

Ward Garner is currently registered with Bill FEW Associates, Inc.. Bill FEW Associates, Inc. is an investment advisory firm headquartered in Pittsburgh, Pennsylvania. With a team of 24 investment advisor representatives, they manage over $2 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. Their services encompass financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm participates in wrap fee programs and is registered with the SEC.
Bill FEW Associates, Inc.

107 MT. NEBO POINTE

PITTSBURGH, PA 15237

$2.13B

Assets Under Management

11

Total Clients

26

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ward Garner’s Registration & Firm History

PA

07/01/2014 - Present

Bill FEW Associates, Inc. (PITTSBURGH PA)

PA

09/02/1997 - 12/13/2021

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

CA

01/17/1996 - 09/03/1997

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

PA

10/09/1994 - 02/22/1995

PNC BROKERAGE CORP (PITTSBURGH PA)

NY

11/01/1993 - 09/21/1994

BALIS LEWITTES & COLEMAN, INC. (NEW YORK NY)

NY

04/21/1992 - 11/23/1993

BALIS & ZORN INC. (NEW YORK NY)

NY

03/20/1990 - 10/03/1990

HIBBARD BROWN & CO., INC. (NEW YORK NY)

Not sure if Ward Lee Garner is right for you?

Licenses & Designations

IA

Issued 06/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ward Lee Garner.
Not sure if Ward Lee Garner is right for you?