1. Wealthminder
  2. Newport Beach, CA
Bryan Ward, financial advisor Newport Beach CA

Bryan Ward

CRD Number: 4603919
Current Firm: Procore Advisors, LLC

Bryan Ward (CRD# 4603919) is an Investment Advisor Representative working at Procore Advisors, LLC in Newport Beach, CA and has over 17 years of experience in the finance industry. Bryan Ward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Procore Advisors, LLC Newport Beach, CA Aug 2017 - Current 3
Ward Aguilar Financial Newport Beach, CA Sep 2017 - Jan 2019 1
Partnervest Advisory Services LLC Santa Barbara, CA Aug 2014 - Sep 2017 3
Bancwest Investment Services Newport Beach, CA Jul 2013 - Aug 2014 1
Banc Of The West Newport Beach, CA Jul 2013 - Aug 2014 1
Partnervest Advisory Services, LLC Santa Barbara, CA Oct 2012 - Jul 2013 < 1
City National Securities Inc. Beverly Hills, CA Feb 2006 - Oct 2012 6
City National Bank Irvine, CA Mar 2005 - Oct 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Mar 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bryan D. Ward
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $228,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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