Eric
Ward
Pensionmark Financial Group, LLC
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About this Advisor
Eric Ward is a financial advisor based in Louisville, Kentucky, working with Pensionmark Financial Group, LLC. Eric has previously held positions at Quantum Financial Consultants, LLC, Financial Telesis Inc, Independent Financial Group LLC, Pensionmark Financial Group Dba Quantum Financial Consultants, Capfinancial Securities, LLC, and Pensionmark Securities, LLC. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Eric is part of Pensionmark Financial Group, LLC, which operates out of Louisville, Kentucky. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Eric Ward Work History
Pensionmark Securities, LLC
Pensionmark Financial Group Dba Quantum Financial Consultants
Capfinancial Securities, LLC
Independent Financial Group LLC
Quantum Financial Consultants, LLC
Financial Telesis Inc
Disclosures
Please visit the SEC profile of Eric 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 Pensionmark Financial Group, LLC
Lehi, UT
Laguna Niguel, CA
San Antonio, TX
Pittsford, NY
San Antonio, TX
Burlington, VT
Madison, WI
Fayetteville, AR
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