Advisor at Centerview Wealth Advisors, LLC
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Firm
Centerview Wealth Advisors, LLC
Location
Pittsburgh, PA 15215
Credentials
Series 63, Series 65
Industry experience
13 years
Richard Ward is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centerview since 2015. Outside of advising, he is involved in nonprofit organizations including serving as co-chair of Emerging CPAs at the Pennsylvania Institute of Certified Public Accountants and as director of student membership services for the National Association of Black Accountants. He also operates Capital Configuration, LLC, an unrelated business. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm integrates fundamental, technical, and quantitative analysis, and manages client assets in-house with documented investment policies and regular reviews.
Based on Centerview Wealth Advisors, LLC
Financial planning fixed fees between $500 and $30,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: Negotiable
$100 to $300 per hour for financial planning services
Fee-only: Financial planning fixed fees between $500 and $30,000; hourly fees between $100 and $300 per hour
139 Freeport Road
Pittsburgh, PA 15215
Pennsylvania · Texas
Centerview Wealth Advisors, LLC
2015 - Present (11 years)
Cambridge Investment Research Advisors, INC
2014 - Present (12 years)
Cambridge Investment Research, inc
2014 - Present (12 years)
Shaklee Products
2005 - Present (21 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
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Fund sponsor
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Pittsburgh, PA
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Series 63, Series 65
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Series 66
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CFP®, Series 63, Series 65
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CFA®, Series 63
Pittsurgh, PA
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Series 66
Pittsburgh, PA
Solid Oak Advisory
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