Charles
Hopkins

Bancwest Investment Services, Inc

CRD#6346880
Investment Advisor
in Tempe, AZ

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About this Advisor

Charles Hopkins is an advisor in Tempe, Arizona. Currently a registered advisor at Bancwest Investment Services, Inc, Hopkins has 12 years of work experience. Hopkins holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Hopkins is registered to serve investors based out of Arizona. Throughout their career, Hopkins has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, General Electric, Bank Of America, N.A, Bank Of The West and Bancwest Investment Services, Inc. Bancwest Investment Services, Inc is based out of Tempe, Arizona, and operates out of 547 additional brick-and-mortar locations throughout the United States. As a company, Bancwest Investment Services, Inc oversees $2 billion in assets covering 8,147 client accounts and retains more than 361 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Bancwest Investment Services, Inc can offer 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

13 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

$1,531,290,151

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

Charles Hopkins Work History

Charles has 13 years of experience.

2018 - Present (2 years)

Bank Of The West

2018 - Present (2 years)

Bancwest Investment Services, Inc

2014 - 2018 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2018 (4 years)

Bank Of America, N.A

2007 - 2014 (7 years)

General Electric

Disclosures

Charles Hopkins has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

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

This content was compiled from the SEC and FINRA.

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