Ward
Garner

Bill Few Associates, Inc

CRD#2036681
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Ward Garner is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently an advisor at Bill Few Associates, Inc, Garner has a notable 23 years of practice as a registered investment advisor. Garner holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Garner is registered to operate based out of Pennsylvania. Over the course of their career, Garner has held roles at Bill Few Securities, Inc and Bill Few Associates, Inc. Bill Few Associates, Inc is based out of Pittsburgh, Pennsylvania, and operates out of three other offices in the United States. As an advisory firm, Bill Few Associates, Inc oversees $960 million in assets dispersed across 3,101 accounts and employs 29 staff members. The firm's total assets under management makes it one of the bigger investment advisory firms in the country. The firm manages 2,200 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 3,101 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Bill Few Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

107 Mt. Nebo Pointe Suite 200
Pittsburgh, PA 15237

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$947,731,879

PA Average: $15,833,994,310
Total Number of Employees

30

PA Average: 41
Total Number of Accounts

3,257

PA Average: 3,342
Average Account Size

$290,983

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ward Garner Work History

Ward has 23 years of experience.

1997 - Present (22 years)

Bill Few Securities, Inc

1995 - Present (24 years)

Bill Few Associates, Inc

Disclosures

Ward Garner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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