Lindsey
Tummond
Bancwest Investment Services, Inc
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About this Advisor
Lindsey Tummond is a financial advisor operating out of Tempe, Arizona, with a total of 4 years of industry experience. Tummond is an employee of Bancwest Investment Services, Inc. Tummond has gained experience at Capital Brokerage Corporation, Genworth Financial, Centurion Capital Group, Inc, Equity Fund Advisors, Cole Capital Corporation, Northern Trust Securities, Inc, Northern Trust Bank, Bancwest Investment Services, Bank Of The West and Amerifirst Financial. Tummond holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can work in Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Dakota, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, Virginia, Washington and Wisconsin. Bancwest Investment Services, Inc is a financial advisory company headquartered in Omaha, NE. The company has offices in 440 locations and a total of 369 people on staff. It has $2 billion in assets under management across its 9,062 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 9,062 accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely vary depending 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
Lindsey Tummond Work History
Lindsey has been registered as a financial advisor for 4 years.*
Bancwest Investment Services
Bank Of The West
Northern Trust Securities, Inc
Northern Trust Bank
Amerifirst Financial
Equity Fund Advisors
Cole Capital Corporation
Centurion Capital Group, Inc
Capital Brokerage Corporation
Genworth Financial
*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 Lindsey Tummond 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)
Stockton, CA
Tempe, AZ
St. Petersburg, FL
Tempe, AZ
Rowland Heights, CA
Tempe, AZ
Petaluma, CA
Tempe, AZ
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