CW
CW

Cecilia Ward

31 Years of Experience
El Paso, TX
1 DisclosureBroker

Cecilia Ward is a registered investment advisor at Wells Fargo Advisors, based in El Paso, TX, with 31 years of industry experience. Cecilia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

221 N Kansas St 1st Fl, [Tf*/Tk-Rbo], El Paso, TX, 79901

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History

Regulatory History (1)
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Customer Dispute
March 2000
Closed-No Action
Other Business Activities

Cecilia owns rental property in El Paso, TX since 1997, dedicating minimal time. She is also a general partner in the Borderland Business Association for networking, spending a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - August 2002 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Investments, LLC
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
October 1995 - December 2000 · 5 yrs 2 mos
Essex National Securities, INC.Broker
May 1995 - October 1995 · 5 mos
State Registrations12 states
ARAZCAFLMAMONMNVOKTXWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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