Charles
Hopkins

Bancwest Investment Services, Inc

CRD#6346880
Investment Advisor
in Tempe, AZ

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About this Advisor

Charles Hopkins is a financial advisor in Tempe, Arizona. Currently a registered advisor with Bancwest Investment Services, Inc, they have accumulated 11 years of professional experience in the financial advisory industry. Hopkins holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Hopkins can work with investors in Arizona. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, General Electric, Bank Of America, N.A, Bancwest Investment Services, Inc and Bank Of The West. Bancwest Investment Services, Inc is based out of Tempe, Arizona, and has 525 other offices across the country. As an advisory firm, Bancwest Investment Services, Inc manages $2 billion in assets across 7,801 accounts and retains more than 358 people. The firm's total assets under management places it among the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Bancwest Investment Services, Inc offers 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

11 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 11 years of experience.

2018 - Present (1 year)

Bancwest Investment Services, Inc

2018 - Present (1 year)

Bank Of The West

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)

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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