Joseph
Ward
Brookwood Investment Group
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About this Advisor
Joseph Ward is a financial advisor based in St Petersburg, Florida, working with Brookwood Investment Group. Joseph has previously held positions at Pinkerton Insurance Group, Suncoast Insurance Solutions, Brokers International Financial Services, Belpointe Insurance, LLC, Belpointe Asset Managment, LLC, Redwood Private Wealth LLC, Ocean One Insurance Agency, LLC, and Brookwood Investment Group LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Joseph is part of Brookwood Investment Group, which operates out of St Petersburg, Florida. The firm has 5 offices and 24 employees. Brookwood Investment Group manages assets totaling $1.1 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brookwood Investment Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brookwood Investment Group Brokerage Details
$1,064,198,265
24
6,200
$171,645
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Ward Work History
Brookwood Investment Group LLC
Redwood Private Wealth LLC
Ocean One Insurance Agency, LLC
Suncoast Insurance Solutions
Belpointe Insurance, LLC
Belpointe Asset Managment, LLC
Pinkerton Insurance Group
Brokers International Financial Services
Disclosures
Please visit the SEC profile of Joseph Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brookwood Investment Group
Phoenix, AZ
Piedmont, SC
St Petersburg, FL
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Dexter, MI
Phoenix, AZ
Bolton, CT
Highland, NY
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