Marcos
Garcia

Bancwest Investment Services, Inc

CRD#6264016
Investment Advisor
in Tempe, AZ

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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

Series 65, Series 63

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

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

Marcos Garcia Work History

Marcos has 12 years of experience.

2018 - Present (1 year)

Bank Of The West

2018 - Present (1 year)

Bancwest Investment Services

2017 - 2018 (1 year)

Bloomberg L.P

2013 - 2016 (3 years)

The Vanguard Group, Inc

2011 - 2012 (1 year)

Southwest Strings

2011 - 2013 (2 years)

United States Army Reserve Officer Traning Corps

2010 - 2017 (7 years)

Arizona Army National Guard

2008 - 2010 (2 years)

University Of Arizona

2006 - 2013 (7 years)

University Of Arizona

2006 - 2010 (4 years)

Mariachi Sonido De Mexico

Disclosures

Marcos Garcia has no 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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