Bryan Ward, financial advisor Newport Beach CA
96 score

Bryan Ward

CRD Number: 4603919
Current Firm: Partnervest Advisory Services LLC

Bryan Ward (CRD# 4603919) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Newport Beach, CA and has over 13 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
Partnervest Advisory Services LLC Santa Barbara, CA Aug 2014 - Current 2
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
Newport Beach Fire Dept. Newport Beach, CA Jun 1995 - Apr 2007 11
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Bryan D. Ward
Phone Number: 805-966-1266
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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