UBS Financial Services
47yrs
Top 1% by experience in Louisville
35yrs
Eric Ward has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Louisville, Kentucky. After two years at Independent Financial Group and four years at Financial Telesis, Eric joined World Investment Advisors in 2016, a firm offering financial planning, investment management, and private fund management. World Investment Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 6% by experience in Kentucky
Office2305 Hurstbourn Village Drive Suite 700, Louisville, KY 40299
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$561,747
Advisors at the firm359
States licensed ?1 state
Services through World Investment Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowWorld Investment Advisors, LLCCurrent firm
- 2014 – 2016Independent Financial Group, LLCPreviously
- 2010 – 2014Financial Telesis Inc.Previously
- 2010 – 2017Quantum Financial Consultants, LLCPreviously
- Jul 2009 – Aug 2010VSR Financial Services, Inc.Previously
- 2001 – 2009Qa3 Financial LLCPreviously
- 1994 – 2005Equity Resources, LLCPreviously
Contact Eric
2305 Hurstbourn Village Drive Suite 700Louisville, KY 40299Office · Get directions Firm main line(800) 833-1862Headquarters: World Investment Advisors · Lincroft, NJ LinkedIn pageWorld Investment Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call World Investment Advisors at (800) 833-1862 and ask for Eric Ward. Eric works from the Louisville, KY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1991, about 35 years. Top 6% by experience in Kentucky.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Legacy Financial Independent Advisors
47yrs
Top advisor by experience at Legacy Financial Independent Advisors
Robert W. Baird & Co.
47yrs
Top 1% by experience in Louisville
Wells Fargo Advisors
46yrs
Top 1% by experience in Louisville
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in Louisville
Morgan Stanley
46yrs
Top 1% by experience in Louisville