BJ
CFP
BJ
CFP

Bruce Douglas Ward JR

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
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Location

100 W Main Street, Suite 450, Lexington, KY, 40507

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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.

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Other Business Activities

Bruce is the sole owner of Desert Sky Wealth Partners, LLC, created for tax purposes. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Meridian Wealth Management, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Goldman Sachs Personal Financial Management
March 2017 - October 2023 · 6 yrs 7 mos
Vanguard Advisers INC
October 2016 - March 2017 · 5 mos
Vanguard Marketing CorporationBroker
January 2006 - March 2017 · 11 yrs 2 mos
State Registrations14 states
AKAZCACOCTFLHIKSMDMNORSDTXWA
Advisor
Exams
No exam information available for this advisor.
Bruce Douglas Ward Jr - Financial Advisor | TrueAdvisor