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Bryan David Ward

Procore Advisors, LLC

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About Bryan David Ward

Bryan Ward is a financial advisor who has been in the industry for over 20 years. Bryan currently works with Procore Advisors, LLC. Bryan is registered with the state of California as an Investment Advisor Representative. Bryan has a Series 7, Series 63, and Series 65 license. Bryan holds the Certified Financial Planner designation. Bryan has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Bryan Ward is currently registered with Procore Advisors, LLC. Procore Advisors, LLC is an investment advisor with 92.6 million in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They have 5 investment advisor representatives and a total of 388 client accounts, including 16 high-net-worth individuals, 3 pension and profit-sharing plans, and 5 corporations or other businesses.

$92.60M

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Portfolio for businesses and selection of tpmm.

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Bryan Ward’s Registration & Firm History

CA

08/10/2017 - Present

Procore Advisors, LLC (NEWPORT BEACH CA)

CA

07/19/2013 - 09/02/2014

BANCWEST INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)

CA

02/17/2006 - 10/22/2012

CITY NATIONAL SECURITIES, INC. (IRVINE CA)

NY

02/01/2003 - 05/06/2005

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/03/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan David Ward.
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