AW
AW

Angela Ward

31 Years of Experience
Marietta, OH
Broker

Angela Ward is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, OH, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

138 Putnam Street, Marietta, OH, 45750

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angela works as a Client Service Associate Supervisor at Peoples Bank and Peoples Investment Services, starting in 2006 and 2019 respectively. These roles take about half of Angela's time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Raymond James Financial Services
February 2006 - January 2009 · 2 yrs 11 mos
Kovack Securities INC.Broker
April 2005 - January 2006 · 9 mos
Raymond James Financial Services, INC.Broker
June 2000 - April 2005 · 4 yrs 10 mos
Parker/hunter IncorporatedBroker
August 1994 - June 2000 · 5 yrs 10 mos
State Registrations3 states
KYOHWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Angela Ward - Financial Advisor | TrueAdvisor