Daniel Alexander Ward
Investment adviser representative at Oak City Investment Consulting
20 yearsExperience
1 stateRegistered in
$1.4BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Oak City Investment ConsultingApr 2018 to now
- Oak City Consulting LLCApr 2018 to now
- First Citizens BankDec 2016 to Mar 2018
- First Citizens Investor ServicesDec 2016 to Mar 2018
- First Citizens Investor ServicesMar 2016 to Nov 2016
- First Citizens BankJun 2006 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Oak City Investment Consulting
Legal name: Oak City Consulting, LLC
$1.4BAssets managed
46Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6627521
- Firm CRD
- 162220