Christopher Daniel Ward

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2015 → 08/2019
  Lincoln Financial Securities Corporation
  Pickens, SC
• 11/2014 → Present
  Service Corporation International
  Pickens, SC
• 01/2020 → 06/2023
  Dominion Investor Services, Inc.
  Horseshoe Bay, TX
• 06/2023 → Present
  Calton & Associates, Inc.
  Marble Falls, TX

Other Businesses

(1) CHRIS WARD, FARMING, NON-INVESTMENT RELATED, 133 AMBLER SCHOOL RD, MARIETTA, SC 29661, 10/01/2012 START DATE, ALONG WITH MY FAMILY I HELP OPERATE OUR FAMILY FARM FOR CATTLE AND HAY PRODUCTION, ON AVERAGE I SPEND ABOUT 8 HOURS A MONTH WORKING, 0 HOURS DURING TRADING HOURS (2) PICKENS HIGH SCHOOL, NON-INVESTMENT, ISO BLUE FLAME DRIVE, PICKENS, SC 24671, GOLF COACH, 01-2016 START DATE, 30 HOURS A MONTH, 0 HOURS DURING TRADING HOURS, PICKENS HIGH SCHOOL , BOY'S GOLF COACH FROM JANUARY TO MAY (3) BENEFIT DESIGN CORPORATION, NON-INVESTMENT RELATED, 269 ANN STREET, SUITE C, PICKENS, SC 29671, LIFE, HEALTH, PROPERTY & CASUALTY INSURANCE AGENCY, LICENSED INSURANCE PRODUCER, 01-2010 START DATE, 70 HOURS A MONTH, 50 DURING TRADING HOURS, LICENSED LIFE, HEALTH, PROPERTY & CASUALTY INSURANCE PRODUCER FOR MY OWN PERSONAL PRODUCTION AS WELL AS MY FATHER'S INSURANCE AGENCY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-06
• S63 Uniform Securities Agent State Law Examination
  2015-07-11

Other Names

• Chris Daniel Ward