Keythe Elizabeth Ward-aguilar
Investment adviser representative at Procore Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$143.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Procore Advisors, LLCAug 2017 to now
- Partnervest Advisory Services LLCNov 2009 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Procore Advisors, LLC
$143.7MAssets managed
231Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2571048
- Firm CRD
- 289037