Bancwest Investment Services, Inc
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About this Advisor
Ernesto Rodriguez is a financial advisor based in Tempe, Arizona. Currently a registered advisor at Bancwest Investment Services, Inc, Rodriguez has 10 years of professional experience. Rodriguez holds Series 63 and Series 66 licenses, which certify the advisor as a securities representative. Rodriguez is registered to work with customers based out of Arizona. Throughout their career, they have worked at Bank Of The West, Bancwest Investment Services, The Vanguard Group, Inc, Fry'S Supermarket, Northern Arizona University, Randstad, D'Kardia Sales, Equis Financial, New York Life Arizona and Mi Swaco. Bancwest Investment Services, Inc is headquartered in Tempe, Arizona, and has 525 other brick-and-mortar locations in the United States. In total, Bancwest Investment Services, Inc oversees $2 billion in assets dispersed across 7,801 accounts and employs more than 358 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the firm's clients 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
Years of Experience
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Bancwest Investment Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ernesto Rodriguez Work History
Ernesto has 10 years of experience.
Bank Of The West
Bancwest Investment Services
The Vanguard Group, Inc
New York Life Arizona
San Luis High School
Northern Arizona University
Ernesto Rodriguez has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bancwest Investment Services, Inc (Bwis)
La Jolla, CA
Newport Beach, CA
New York, NY