David Ward
David Ward is a registered investment advisor at LPL Financial LLC, based in Wexford, PA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2000 Corporate Dr #350, Wexford, PA, 15090
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Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
David operates his LPL business through BCR Financial Services, LLC, dedicating nearly full-time hours to it. He also engages in non-variable insurance activities and manages Ward Wealth Stewardship for tax/investment purposes, while providing financial planning and consulting services through BCR Financial Services, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Bcr Financial Services, LLC
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Janney Montgomery Scott LLCBroker
Fairchild Financial Group, INC.Broker
State Registrations36 states
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.