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Gregory James Ward

LPl Financial LLC

Clarkston, WA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-07-21
  • WA RA
    APPROVED
    Since 2021-07-21

Branch Locations

913 6Th Street, Clarkston, WA 99403-2003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Clarkston WA 02/2012 07/2021
Various Insurance Carriers For W&R Insurance Agencies Lewiston ID 02/2012 07/2021
Jeff Feuerstein Pullman WA 12/2017 07/2021
Lpl Financial Llc Clarkston WA 07/2021 Present
  • 02/2012 → 07/2021
    Waddell & Reed, Inc
    Clarkston, WA
  • 02/2012 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Lewiston, ID
  • 12/2017 → 07/2021
    Jeff Feuerstein
    Pullman, WA
  • 07/2021 → Present
    Lpl Financial Llc
    Clarkston, WA
Previous Registrations
  • 2012-06-29 → 2021-07-21
    Waddell & Reed
    Kennewick, WA
    Lewiston, ID
    Pullman, WA
    Seattle, WA
    Lewiston, ID
    Clarkston, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-28
  • S66 Uniform Combined State Law Examination
    2012-06-28
Other Names
  • Jaime Ward

View on SEC IAPD

Other Firms

EDWARD JONES
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
D.A. DAVIDSON & CO.
COMMONWEALTH FINANCIAL NETWORK

Other Investors

Christian Erick Leer
Corah R Cassell
ERIC RYAN JUSTIS
RANDY OLIVER NORRIS
Kendrick Jared
REBECCA GABRIELLE KNUDSON
Davene Jannell Cognard
DONALD THOMAS MONTGOMERY

Other Offices

EDWARD JONES · CLARKSTON, WA
MORGAN STANLEY · CLARKSTON, WA
EDWARD JONES · CLARKSTON, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Clarkston, WA
U.S. BANCORP ADVISORS, LLC · Clarkston, WA
EDWARD JONES · CLARKSTON, WA
EDWARD JONES · CLARKSTON, WA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LEWISTON, ID

More in Clarkston, WA

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