Bryan Ward (CRD# 4603919) is an Investment Advisor Representative working at Procore Advisors, LLC in Newport Beach, CA and has over 21 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Procore Advisors, LLC | Newport Beach, CA | Aug 2017 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management93MILLIONS
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Total Number of Accounts388ACCOUNTS
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Average Account Value$238,668
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
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CA, OR, TX
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