John
Flickinger

Bancwest Investment Services, Inc

CRD#6232683
Investment Advisor
in Tempe, AZ

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About this Advisor

John Flickinger is a financial advisor based in Tempe, Arizona, with a total of 14 years of financial industry experience. Flickinger is an advisor for Bancwest Investment Services, Inc. The advisor has gained experience at Ryan Herco Flow Solutions, Personal Shoppers Insurance, Jmadventures, Edward Jones, Ameriprise Financial Services Inc, Bank Of The West and Bancwest Investment Services, Inc. Flickinger maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Bancwest Investment Services, Inc is a financial advisory company that has its headquarters in Tempe, Arizona. It has offices in 547 locations and a total of 361 employees. It controls $2 billion in total assets across its 8,147 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 8,147 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Bancwest Investment Services, Inc has a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

15 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 15 years of experience.

2018 - Present (2 years)

Bank Of The West

2018 - Present (2 years)

Bancwest Investment Services, Inc

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)

Milap Shah
Albuquerque, NM
Gianluca Paci
Los Angeles, CA
Saba Jahanian
Santa Monica, CA
John Lee
Palo Alto, CA
George Saliga
Mountain View, CA
Angela Reynolds
Los Angeles, CA
Dimitre Ivanov
New York, NY
John Mathison
Anoka, MN

This content was compiled from the SEC and FINRA.

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