Daniel
Ward
Oak City Consulting, LLC
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About this Advisor
Daniel Ward is a financial advisor working in Wake Forest, North Carolina with a total of 5 years of industry experience. Ward works at Oak City Consulting, LLC. Throughout their career, Ward has worked at First Citizens Investor Services, First Citizens Bank and Oak City Consulting LLC. Ward maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Oak City Consulting, LLC is an advisory company that has its headquarters in Wake Forest, NC. It manages $766 million in assets under management among its 254 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises 13 charities and foundations. Oak City Consulting, LLC offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees are based on which service is offered. Fee types billed by Oak City Consulting, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oak City Consulting, LLC Brokerage Details
$765,690,797
6
254
$3,014,531
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Ward Work History
Daniel has been registered as a financial advisor for 5 years.*
Oak City Consulting LLC
First Citizens Investor Services
First Citizens Investor Services
First Citizens Bank
First Citizens Bank
*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 Daniel 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 Oak City Consulting, LLC
Wake Forest, NC
Wake Forest, NC
Wake Forest, NC
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