Wade
Ward
Anchor Investment Management
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About this Advisor
Wade Ward is a certified financial planner who works out of Columbia, South Carolina with a total of 10 years of industry experience. Ward is an advisor for Anchor Investment Management. Over the course of their career, they have held roles at Wade Financial Advisors LTD and Anchor Investment Management, LLC. Ward holds a Series 63 license, designating them as a securities agent, and is registered to operate in South Carolina. Anchor Investment Management is a company that has its headquarters in Columbia, SC. The firm has a total of 18 financial advisors. It handles $936 million in assets across its 1,857 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,857 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in investable assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management are based on the type of services offered. However, fee types billed by Anchor Investment Management likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Anchor Investment Management Brokerage Details
$935,530,524
18
1,857
$503,786
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Wade Ward Work History
Wade has been registered as a financial advisor for 10 years.*
Anchor Investment Management, LLC
Wade Financial Advisors LTD
*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 Wade 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 Anchor Investment Management
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
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.
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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.
