Ward L. Garner
Professional summary
Ward Lee Garner, CFP® is a registered financial advisor currently at BILL FEW ASSOCIATES, INC. located in Sewickley, Pennsylvania.
Ward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Ward has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ward Lee Garner's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
July 1, 2014 - Present
BILL FEW ASSOCIATES, INC.
Office #1: 2100 Georgetown Drive Suite 600, Sewickley, PA 15143September 2, 1997 - December 13, 2021
BILL FEW SECURITIES, INC.
January 17, 1996 - September 3, 1997
WALNUT STREET SECURITIES, INC.
October 9, 1994 - February 22, 1995
PNC BROKERAGE CORP
November 1, 1993 - September 21, 1994
BALIS LEWITTES & COLEMAN, INC.
April 21, 1992 - November 23, 1993
BALIS & ZORN INC.
March 20, 1990 - October 3, 1990
HIBBARD BROWN & CO., INC.
Primary Firm SEC Registration
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/1/2014)
Exams
Series 7TO
Date: 8/5/2022
General Securities Representative ExaminationCurrent Firm
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,817 |
| AUM (Assets Under Management) | $ 2,642,969,998 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/14/2025 | ||
| 08/19/2024 | ||
| 06/30/2023 | ||
| 08/05/2022 |
Red Flags
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