CoverProfile

Kevin A. Ward

Partner

Ward & Associates

United States, California, Encinitas

About Me

Mr. Ward is a Partner in Ward & Associates, a firm he joined in April 2000. Mr. Ward has 12 years of client-focused advisory experience and is responsible for overseeing client relationships and assisting with the design, implementation and supervision of client investment portfolios. Additionally, Mr. Ward is responsible for overseeing firm operations, including trading and reporting, and the development and integration of the technological infrastructure used by the firm. Mr. Ward also serves as the firm’s Chief Compliance Officer and is responsible for all regulatory compliance matters, including the filing of the firm’s annual amendment to its SEC registration. Mr. Ward is an inve

View more

Profile Information

Partner

Ward & Associates

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Encinitas

California

United States

Aug 19, 2024

More profiles to browse

WW
William Ward
Partner

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Dennis Hanson
Principal
Jamison Hanson
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale