CW
CW

Christopher Ward

23 Years of Experience
San Angelo, TX
Broker

Christopher Ward is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Angelo, TX, with 23 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
Loading...

Location

1420 Knickerbocker Road, San Angelo, TX, 76904

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher is a financial advisor at The Bank & Trust since 2019, dedicating minimal time to this role. This activity is investment-related.

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
June 2006 - January 2009 · 2 yrs 7 mos
Edward JonesBroker
January 2003 - January 2006 · 3 yrs
State Registrations33 states
AKALARAZCACOFLGAHIIAIDILKSKYLAMIMNNCNDNJNMNVNYOHOKORSCTXVAWAWIWVWY
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.
Christopher Ward - Financial Advisor | TrueAdvisor