John
Flickinger

Bancwest Investment Services, Inc

CRD#6232683
Investment Advisor
in Tempe, AZ

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About this Advisor

John Flickinger is an investment advisor whose office is in Tempe, Arizona. Currently an investment advisor with Bancwest Investment Services, Inc, they have gathered 13 years of experience in the financial advisory industry. Flickinger maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Flickinger can work with clients in Arizona. Over the course of their career, they have held roles at Ryan Herco Flow Solutions, Personal Shoppers Insurance, Jmadventures, Edward Jones, Ameriprise Financial Services Inc, Bancwest Investment Services, Inc and Bank Of The West. Bancwest Investment Services, Inc is based out of Tempe, Arizona, and operates out of 525 other offices in the United States. Overall, Bancwest Investment Services, Inc oversees $2 billion in assets dispersed across 7,801 client accounts and employs more than 358 people. The firm's total assets under management places it among the biggest financial 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 advisor firm's clients 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'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

John Flickinger Work History

John has 13 years of experience.

2018 - Present (1 year)

Bancwest Investment Services, Inc

2018 - Present (1 year)

Bank Of The West

2017 - 2018 (1 year)

Ameriprise Financial Services Inc

2013 - 2013 (< 1 year)

Personal Shoppers Insurance

2013 - 2017 (4 years)

Edward Jones

2009 - 2013 (4 years)

Ryan Herco Flow Solutions

2005 - 2010 (5 years)

Jmadventures

Disclosures

John Flickinger 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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