Cameron
Doty

Bancwest Investment Services, Inc

CRD#6600700
Investment Advisor
in Tempe, AZ

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About this Advisor

Cameron Doty is a financial advisor operating out of Tempe, Arizona, with a total of 19 years in the industry. Doty is an advisor for Bancwest Investment Services, Inc. Over the course of their career, they have held roles at Edward Jones, Scholle Packaging Corporation, Chandler-Gilbert Community College, Kokusai Semiconductor Equipment Corporation, Arizona State University, University Of Chicago, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Aerotek, Bankers Life, Bank Of The West and Bancwest Investment Services, Inc. Doty maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Bancwest Investment Services, Inc is a business that has its headquarters in Tempe, Arizona. The investment advisory business has offices in 547 locations and a total of 361 people on staff. It handles $2 billion in assets under management among its 8,147 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 8,147 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. Bancwest Investment Services, Inc provides a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on which services are provided. Fees charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

20 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

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

$1,531,290,151

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

361

AZ Average: 226
Total Number of Accounts

8,147

AZ Average: 7,467
Average Account Size

$187,958

AZ Average: $264,928

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Investment Advisory Services

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

Cameron Doty Work History

Cameron has 20 years of experience.

2018 - Present (2 years)

Bank Of The West

2018 - Present (2 years)

Bancwest Investment Services, Inc

2016 - 2016 (< 1 year)

Edward Jones

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Bank Of America, N.A

2016 - 2016 (< 1 year)

Bankers Life

2014 - 2015 (1 year)

Scholle Packaging Corporation

2012 - 2014 (2 years)

University Of Chicago

2012 - 2012 (< 1 year)

Aerotek

2010 - 2012 (2 years)

Arizona State University

2008 - 2010 (2 years)

Chandler-Gilbert Community College

2000 - 2010 (10 years)

Kokusai Semiconductor Equipment Corporation

Disclosures

Cameron Doty has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

John Mathison
Anoka, MN
Angela Reynolds
Los Angeles, CA
Milap Shah
Albuquerque, NM
Dimitre Ivanov
New York, NY
John Lee
Palo Alto, CA
Gianluca Paci
Los Angeles, CA
Hamza Farooquee
Tustin, CA
George Saliga
Mountain View, CA

This content was compiled from the SEC and FINRA.

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