Bert
Ward
Capacuity LLC
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About this Advisor
Bert Ward is a certified financial planner and chartered financial consultant operating in Lake Mary, Florida with a total of 1 year of relevant experience. Ward is an advisor for Capacuity LLC. Throughout their career, Ward has worked at Princor Financial Services Corporation, Principal Securities Inc and Capacuity LLC. Ward holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and North Carolina. Capacuity LLC is a registered investment company based in Lake Mary, FL. It has $6 billion in assets across its 113 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Capacuity LLC provides a few services, such as portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on the type of financial services provided. Fees billed by Capacuity LLC most likely consist of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capacuity LLC Brokerage Details
$5,607,007,725
30
113
$49,619,537
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bert Ward Work History
Bert has been registered as a financial advisor for 1 years.*
Capacuity LLC
Principal Securities Inc
Princor Financial Services Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bert Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
