Barrett
Ward
Champion Advisors LLC
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About this Advisor
Barrett Ward is a certified financial planner operating out of Houston, Texas with 3 years of industry experience. Ward is currently employed by Champion Advisors LLC. Over the course of their career, they have held roles at Blandford Family Partnership, LTD, Champion Advisors LLC, Ls3 Solutions, LLC and Wood Group Mustang. Ward maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Texas. Champion Advisors LLC is an advisory company operating out of Houston, TX. It oversees $97 million in total assets between its 123 client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 123 accounts, 39% are held by high-net-worth clients who have at least $1 million in investable assets. Champion Advisors LLC offers a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which services are offered. However, fees charged by Champion Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Champion Advisors LLC Brokerage Details
$97,441,757
2
123
$792,209
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Barrett Ward Work History
Barrett has been registered as a financial advisor for 3 years.*
Champion Advisors LLC
Blandford Family Partnership, LTD
Ls3 Solutions, LLC
Wood Group Mustang
*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 Barrett 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 Champion Advisors LLC
Houston, TX
Houston, TX
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.
