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Steve Ward
33 Years of Experience
Mount Pleasant, SC
1 DisclosureBrokerSells Insurance
Steve Ward is a registered investment advisor, based in Mount Pleasant, SC, with 33 years of industry experience.
Location
Mount Pleasant, SC
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 1999Settled
Other Business ActivitiesSells Insurance
Steve operates Aletheia Advisory Services for insurance and investment business and Epiphany Productions LLC for tax purposes. He also sells fixed insurance and serves on the board of directors for Wings for Kids, Libertas Academies, and HALOS, dedicating minimal time to each.
Employment History
Current Registrations
D.H. Hill Securities, LllpBroker
August 2022 - Present · 3 yrs 11 mos
Belpointe Asset Management LLC
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
Ifg Advisory, LLC
April 2017 - October 2022 · 5 yrs 6 mos
LPL Financial LLCBroker
March 2017 - September 2022 · 5 yrs 6 mos
Suntrust Advisory Services, INC.
September 2016 - April 2017 · 7 mos
Suntrust Investment Services, INC.
January 2010 - December 2016 · 6 yrs 11 mos
Suntrust Investment Services, INC.Broker
January 2010 - April 2017 · 7 yrs 3 mos
Morgan Keegan & Company, INC.Broker
March 2005 - February 2010 · 4 yrs 11 mos
Morgan Keegan & Company, INC.
March 2005 - February 2010 · 4 yrs 11 mos
UBS Financial Services INC.Broker
August 2000 - March 2005 · 4 yrs 7 mos
UBS Financial Services INC.
August 2000 - March 2005 · 4 yrs 7 mos
J.C. Bradford & CO.Broker
August 1997 - August 2000 · 3 yrs
Scott & Stringfellow, INC.Broker
May 1994 - August 1997 · 3 yrs 3 mos
F.N. Wolf & CO., INC.Broker
May 1992 - March 1994 · 1 yr 10 mos
State Registrations7 states
FLGANCNYSCVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.