Ernesto
Rodriguez
Bancwest Investment Services, Inc
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About this Advisor
Ernesto Rodriguez is a financial advisor operating out of Tempe, Arizona. Rodriguez is an advisor for Bancwest Investment Services, Inc. Their career trajectory has included roles at The Vanguard Group, Inc, Randstad, Equis Financial, New York Life Arizona, Fry'S Supermarket, D'Kardia Sales, Mi Swaco, Bancwest Investment Services, Bank Of The West, Fisher Investments and Bancwest Investment Services, Inc. Rodriguez holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Arizona and California. Bancwest Investment Services, Inc is a firm based in Omaha, NE. The company has offices in 440 locations and a total of 369 advisors. It administers $2 billion in total assets between its 9,062 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to six charities and foundations. Of its 9,062 accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets available to invest. Bancwest Investment Services, Inc provides a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees usually are based on which service is provided. 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
Ernesto Rodriguez Work History
Ernesto has been registered as a financial advisor for 0 years.*
Bank Of The West
Bancwest Investment Services, Inc
Fisher Investments
Bancwest Investment Services
Bank Of The West
The Vanguard Group, Inc
Randstad
Equis Financial
New York Life Arizona
Fry'S Supermarket
D'Kardia Sales
Mi Swaco
*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 Ernesto Rodriguez 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)
Tempe, AZ
Rowland Heights, CA
Tempe, AZ
Tempe, AZ
Fresno, CA
Petaluma, CA
Sacramento, CA
Stockton, CA
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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