Christopher Scott Ward

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2006 → Present
  Raymond James Financial Services Inc.
  San Angelo, TX
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  San Angelo, TX
• 08/2019 → Present
  The Bank And Trust
  San Angelo, TX

Other Businesses

(1)Name of Business: Westex Investment Services Address: 1420 Knickerbocker Rd, San Angelo, TX, 76904, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/29/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-03
• S63 Uniform Securities Agent State Law Examination
  2003-01-03