Osaic Wealth
43yrs
Top advisor by experience in Wake Forest
10yrs
Daniel Ward
Full name on record: Daniel Alexander Ward
Financial advisor at Oak City Investment Consulting
Based in Wake Forest, North Carolina, Daniel Ward is a fiduciary financial advisor with 10 years of industry experience. Daniel joined Oak City Investment Consulting in 2018, a firm offering investment management and selecting outside investment managers. Oak City Investment Consulting reports being paid through a percentage of assets and flat fees.
One of 62 advisors with offices in Wake Forest, and one of 59 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office9733 Fonville Rd, Wake Forest, NC 27587
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$623,987
Advisors at the firm3
States licensed ?1 state
Services through Oak City Investment Consulting
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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
- 2018 – nowOak City Investment ConsultingCurrent firm
Contact Daniel
(919) 844-6450Oak City Investment Consulting main office 9733 Fonville RdWake Forest, NC 27587Office · Get directions Firm websitewww.oakcityic.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call Oak City Investment Consulting at (919) 844-6450 and ask for Daniel Ward. Daniel works from the Wake Forest, NC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Oak City Investment Consulting reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel 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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