Clinton Ward
Clinton Ward is a registered investment advisor at Allstate Financial Advisors, LLC, based in Atlanta, GA, with 20 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
1700 Northside Dr Ste C1, Atlanta, GA, 30318-2696
Get directionsHistory
Regulatory History (1)
Financial
January 2020Other Business Activities
Clinton works as a Mortgage Loan Originator with Nexa Mortgage, focusing on Veteran Affairs and FHA loans. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Capital Asset Advisory Services, LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Capital Asset Advisory Services, LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Simmers Capital Management CorporationBroker
State Registrations2 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.