Bancwest Investment Services, Inc
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About this Advisor
Marcos Garcia is a financial advisor who works in Tempe, Arizona. Currently a registered financial advisor with Bancwest Investment Services, Inc, they have gathered 12 years of experience in the financial advisory industry. Garcia holds Series 65 and Series 63 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Garcia is able to work with investors in Arizona. Over the course of their career, Garcia has held roles at University Of Arizona, The Vanguard Group, Inc, Arizona Army National Guard, Southwest Strings, Mariachi Sonido De Mexico, United States Army Reserve Officer Traning Corps, Bank Of The West, Bloomberg L.P and Bancwest Investment Services. Bancwest Investment Services, Inc is based out of Tempe, Arizona, and operates out of 525 brick-and-mortar locations in the country. As a company, Bancwest Investment Services, Inc manages $2 billion in assets dispersed across 7,801 client accounts and employs more than 358 people. The level of assets currently under the firm's management places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Bancwest Investment Services, Inc can provide portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients 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
Marcos Garcia Work History
Marcos has 12 years of experience.
Bank Of The West
Bancwest Investment Services
The Vanguard Group, Inc
United States Army Reserve Officer Traning Corps
Arizona Army National Guard
University Of Arizona
University Of Arizona
Mariachi Sonido De Mexico
Marcos Garcia 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