Craig
Mcgrath
Bancwest Investment Services, Inc
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About this Advisor
Craig Mcgrath is a financial advisor who works out of Tempe, Arizona with a total of 1 year of relevant experience. Mcgrath currently works for Bancwest Investment Services, Inc. During their career, the advisor has held roles at First Command Financial Planning, Inc, City Of Long Beach, Orang Coast College, Excursions Of Escalante, United States Navy, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Independent Financial Group and The Vanguard Group, Inc. Mcgrath has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, California and Nevada. Bancwest Investment Services, Inc is a business that has its headquarters in Omaha, NE. It has offices in 440 locations and a total of 369 employees. It has $2 billion in assets under management among its 9,062 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves six charities and foundations. Of its 9,062 customer accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in investable assets. Bancwest Investment Services, Inc has a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees charged by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bancwest Investment Services, Inc Brokerage Details
$2,024,253,748
369
9,062
$223,378
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Craig Mcgrath Work History
Craig has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
Independent Financial Group
Merrill Lynch, Pierce, Fenner & Smith Inc
First Command Financial Planning, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
First Command Financial Planning, Inc
City Of Long Beach
Orang Coast College
Excursions Of Escalante
United States Navy
*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 Craig Mcgrath 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)
Petaluma, CA
Sacramento, CA
Tempe, AZ
Fresno, CA
Tempe, AZ
San Jose, CA
Tempe, AZ
Tempe, AZ
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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