Ashley
Hamilton

Bancwest Investment Services, Inc

CRD#6419127
Investment Advisor
in Tempe, AZ

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About this Advisor

Ashley Hamilton is a financial advisor who works in Tempe, Arizona with a total of 4 years of industry experience. Hamilton currently works for Bancwest Investment Services, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Avista Senior Living, Teletech, Pri Graphics, Vacation Innovations, Serenades Memory Care, Brigham Young University Idaho, The Vanguard Group, Inc, Red Lobster, Bank Of The West and Bancwest Investment Services, Inc. Hamilton maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, California, Colorado and Florida. Bancwest Investment Services, Inc is a financial advisory company that has its headquarters in Omaha, NE. The company has offices in 440 locations and a total of 369 people on staff. It manages $2 billion in assets under management between its 9,062 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to six charitable organizations. Of its 9,062 client accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets. Bancwest Investment Services, Inc performs a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically depend on the financial services offered. Fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets

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

$2,024,253,748

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

369

AZ Average: 226
Total Number of Accounts

9,062

AZ Average: 7,467
Average Account Size

$223,378

AZ Average: $264,928

Investment Advisory Services

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

Ashley Hamilton Work History

Ashley has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bank Of The West

2019 - Present (5 years)

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 - 2013 (1 year)

Brigham Young University Idaho

2012 - 2013 (1 year)

Red Lobster

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ashley Hamilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Tiffney Chang
Rowland Heights, CA
Julian Cruz
Stockton, CA
Valeria Silva
St. Petersburg, FL
Linda Dougherty
Petaluma, CA
Ahmed Eid
Tempe, AZ
Todd Dunlap
Tempe, AZ
Ronald Fisher
Tempe, AZ
Robb Molnar
Sacramento, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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