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 in Tempe, Arizona. Currently an advisor with Bancwest Investment Services, Inc, Doty has 18 years of work experience. Doty has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Doty can serve clients in Arizona. Over the course of their career, Doty has held roles at Chandler-Gilbert Community College, Edward Jones, Scholle Packaging Corporation, Kokusai Semiconductor Equipment Corporation, Arizona State University, University Of Chicago, Bancwest Investment Services, Inc, Bank Of The West, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Bancwest Investment Services, Inc is based out of Tempe, Arizona, and has 525 other locations in the nation. Overall, Bancwest Investment Services, Inc manages $2 billion in assets throughout 7,801 client accounts and retains more than 358 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Bancwest Investment Services, Inc offers portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

18 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 18 years of experience.

2018 - Present (1 year)

Bancwest Investment Services, Inc

2018 - Present (1 year)

Bank Of The West

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)

Viviana Bigolin
La Jolla, CA
Ernesto Rodriguez
Tempe, AZ
Tara Kimmins
Newport Beach, CA
Nathan Vandas
Aurora, CO
Joseph Dadashadeh
Meridian, ID
Deny Delgadillo
Pasadena, CA
Stephane Johnston
New York, NY
Tony Tat Yan Lam
Pasadena, CA

This content was compiled from the SEC and FINRA.

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