Corey
Ward
Market Guard
Answer a few questions and
get matched with an advisor.
About this Advisor
Corey Ward is a certified financial planner who works out of Spring Hill, Florida with 2 years of relevant experience. Ward currently works for Market Guard. Over the course of their career, they have held roles at Ing Financial Partners, Inc, Voya Financial Advisors, Pinnacle Wealth Management, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Grow Financial Federal Credit Union, Cuso Financial Services, Lp and Campbell & Co., Cpa, Pa; D/B/A Campbell & Co. Wealth Advisers. Ward maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama and Florida. Market Guard is a firm based out of Englewood, CO. It has offices in eight locations and a total of 11 employees. It administers $297 million in total assets among its 1,753 customer accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 1,753 customer accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in assets. Market Guard offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which service is offered. Fees billed by Market Guard can include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Market Guard Brokerage Details
$296,828,853
11
1,753
$169,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Corey Ward Work History
Corey has been registered as a financial advisor for 2 years.*
Campbell & Co., Cpa, Pa; D/B/A Campbell & Co. Wealth Advisers
Grow Financial Federal Credit Union
Cuso Financial Services, Lp
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Pinnacle Wealth Management
Ing Financial Partners, Inc
Voya Financial Advisors
*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 Corey Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Market Guard
Fairfax, VA
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Spring Hill, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
