LPL Financial
47yrs
Top advisor by experience in San Diego
26yrs
Based in San Diego, California, Ward Gorham is a fiduciary financial advisor with 26 years of industry experience. Ward has been with Wells Fargo Advisors since 2024; before that, Ward spent 12 years at Morgan Stanley and three years at Prudential Equity Group. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office600 W Broadway Suite 1450 One America Plaza, San Diego, CA 92101
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2024Morgan StanleyPreviously
- 2003 – 2013Wells Fargo Clearing Services, LLCPreviously
- 2000 – 2003Prudential Equity Group, LLCPreviously
Contact Ward
Local office(619) 702-5656Ask for Ward. (314) 875-3000Main office · St. Louis, MO 600 W Broadway Suite 1450 One America PlazaSan Diego, CA 92101Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Ward
Tailored to Ward’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
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About Ward
How do I contact Ward?
Call Ward’s local office at (619) 702-5656 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Ward Gorham.
How long has Ward been a financial advisor?
Ward has been in the industry since 2000, about 26 years. Top 24% by experience nationwide.
What licenses does Ward hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ward a fiduciary?
Ward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ward paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ward 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.
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