David Joseph Ward

Current Employers

Employment History

• 07/2008 → 08/2024
  Lincoln Financial Securities Corporation
  Wexford, PA
• 11/2004 → Present
  Bcr Financial Services Llc (119937)
  Wexford, PA
• 08/2024 → Present
  Lpl Financial
  Wexford, PA

Previous Registrations

• 2019-02-07 → 2024-08-08
  Osaic Fs, Inc.
  Wexford, PA
  Wexford, PA

Other Businesses

1- 06/2024 / BCR FINANCIAL SERVICES, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 06/2024 / David Ward / Non-Variable Insurance / Investment Related / 1 hr mth / 1 hr during trading / Carnegie, PA / Start date: 01/02/2017 3- 06/2024 / Ward Wealth Stewardship / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Wexford, PA / Start date: 01/02/2016 4) 03/10/2025 - BCR Financial Services, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:11/26/2004 - 4 Hrs/Mth - 1 Hrs During Trading.I provide financial planning and consulting services through BCR Financial Services, LLC, an independent investment advisor firm. I started this business activity in 11/2004. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-10
• S63 Uniform Securities Agent State Law Examination
  1997-07-18