Christina Alexis Ward

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 10/2009 → 02/2020
  Jacqueline L. Powell & Associates, Inc
  Carlisle, PA
• 02/2018 → 04/2022
  Lpl Financial Llc
  Carlisle, PA
• 02/2020 → 01/2024
  Diamond Wealth Advisors
  Carlisle, PA
• 04/2022 → Present
  Cwm, Llc
  Omaha, NE
• 01/2024 → Present
  Diamond Wealth Advisors
  Carlisle, PA

Previous Registrations

• 2020-02-11 → 2022-05-20
  Diamond Wealth Advisors
  Carlisle, PA
• 2018-02-14 → 2020-07-16
  Lpl Financial Llc
  Carlisle, PA
  Carlisle, PA
• 2010-10-21 → 2018-02-14
  Invest Financial Corporation
  Carlisle, PA
  Carlisle, PA
  Carlisle, PA
  Appleton, WI
• 2010-10-25 → 2012-11-16
  Jacqueline L. Powell & Associates, Inc.
  Carlisle, PA

Other Businesses

1. 12/10/2020 - JD Financial Services, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/11/2020 - 1 Hours Per Month During Securities Trading - Sell Life/Health/Annuity Insurance. 2. 04/14/2022 - CWard Financial, LLC - Investment Related - Limited Liability Company - Sole Member - 160 hours a month - 100% during trading hours - Member duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-12
• S63 Uniform Securities Agent State Law Examination
  2002-02-13

Other Names

• Christina Alexis Lloyd