Ashley
Hamilton

Bancwest Investment Services, Inc

CRD#6419127
Investment Advisor
in Tempe, AZ

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About this Advisor

Ashley Hamilton is an investment advisor whose office is in Tempe, Arizona. Currently an advisor with Bancwest Investment Services, Inc, Hamilton has 10 years of professional experience in the financial advisory industry. Hamilton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Hamilton can operate in Arizona and Colorado. Throughout their career, Hamilton has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Avista Senior Living, Teletech, Pri Graphics, Vacation Innovations, Serenades Memory Care, Brigham Young University Hawaii, Oregon Eugene Mission, Landry'S Bubba Gump Shrimp Company, Brigham Young University Idaho, The Vanguard Group, Inc, Red Lobster, Valencia College, Bank Of The West and Bancwest Investment Services, Inc. Bancwest Investment Services, Inc is based out of Tempe, Arizona, and operates out of 460 offices across the United States. As a company, Bancwest Investment Services, Inc manages $2 billion in assets across 8,995 client accounts and employs more than 343 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Bancwest Investment Services, Inc provides portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

1625 W Fountainhead Pkwy 9Th Flr
Tempe, AZ 85282

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

AZ Average: $1,978,216,465
Total Number of Employees

343

AZ Average: 226
Total Number of Accounts

8,995

AZ Average: 7,467
Average Account Size

$196,903

AZ Average: $264,928

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Ashley Hamilton Work History

Ashley has 10 years of experience.

2019 - Present (1 year)

Bank Of The West

2019 - Present (1 year)

Bancwest Investment Services, Inc

2017 - 2019 (2 years)

The Vanguard Group, Inc

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Avista Senior Living

2014 - 2014 (< 1 year)

Teletech

2014 - 2014 (< 1 year)

Pri Graphics

2013 - 2014 (1 year)

Vacation Innovations

2013 - 2013 (< 1 year)

Serenades Memory Care

2012 - 2012 (< 1 year)

Landry'S Bubba Gump Shrimp Company

2012 - 2013 (1 year)

Brigham Young University Idaho

2012 - 2013 (1 year)

Red Lobster

2012 - 2012 (< 1 year)

Valencia College

2011 - 2011 (< 1 year)

Brigham Young University Hawaii

2010 - 2011 (1 year)

Oregon Eugene Mission

Disclosures

Ashley Hamilton has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Lila Anderson
Omaha, NE
Saba Jahanian
Santa Monica, CA
Douglas Arnell
Salt Lake City, UT
Milap Shah
Albuquerque, NM
Alejandro Garcia
Turlock, CA
Tara Kimmins
Newport Beach, CA
Jeremy Holm
Fargo, ND
Taylor Sansoni
Omaha, NE

This content was compiled from the SEC and FINRA.

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