WARD RAFFERTY JR

Financial Advisor

Vice President - Investments

Address: 118 E CARRILLO ST , SANTA BARBARA , CA 93101
Phone: 805-564-2872 | 888-271-5720 Fax: 805-564-8641
Email: Ward.Rafferty@wellsfargo.com Compose mail in a new window

My Background

My Experience

2011 - Present : Wells Fargo Advisors Financial Advisor
2006 - 2011 : Wells Fargo Investments, Financial Consultant
1993 - 2006 : Smith Barney, Financial Consultant
1986 - 1993 : Shearson Lehman Brothers, Staffing Manager
1978 - 1986 : Mobil Oil Corp, Marketing Representative

My Education & Credentials

Bachelor of Arts-Bucknell University 1978

My Areas of Focus

Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AZ, CA, FL, GA, ID, MO, NY, TX, VA, WA
Insurance licensed in the following states: CA (Lic. # 0G68845)
WARD RAFFERTY JR: Financial Advisor: Wells Fargo Clearing Services, LLC