Elizabeth Ward
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lindsay, OK 73052
Credentials
CFP®, Series 66
Industry experience
5 years
About
Elizabeth Ward is a CFP® professional with six years at Edward Jones and a total of five years in the financial advisory industry. Prior to joining Edward Jones in 2020, she worked at R.D. Williams & Company from 2016 to 2020. Outside of her advisory role, she serves as Vice-President of Ward Field & Land Services, LLC, an oil and gas working interests business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive advisor and branch network, affiliated mutual funds, and fiduciary standards.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
104 South Main Street, Suite B
Lindsay, OK 73052
Most active in
Elizabeth W has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
Edward Jones
2020 - Present (6 years)
R.D. Williams & Company
2016 - 2020 (4 years)
Ward Field & Land Services, LLC
2005 - 2016 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Lindsay, OK
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Caleb W
Series 63, Series 66
Purcell, OK
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Caleb Winslow is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity-related entities since 2016. Outside of advising, he is involved in real estate through ownership and management roles in local investment companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a diversified set of funds and models.
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