TERRI BOLDEN WARD is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2015-02-05 | present | Yes |
| RICHLAND ADVISORY | 2013-08-05 | 2015-12-31 | — |
| TRUSTCORE FINANCIAL SERVICES, LLC | 2005-01-31 | 2013-08-05 | — |
| NEW ENGLAND SECURITIES | 2004-02-20 | 2005-01-03 | — |