Nathan
Clark

Bancwest Investment Services, Inc

CRD#4867549
Investment Advisor
in Green Valley, AZ

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About this Advisor

Nathan Clark is an investment advisor who is based out of Green Valley, Arizona. Currently an advisor at Bancwest Investment Services, Inc, they have accumulated 15 years of practice in the financial advisory industry. Clark maintains Series 63 and Series 66 licenses, designating them as a securities representative. Clark is registered to serve investors based out of Arizona. Over the course of their career, Clark has held roles at Chase Investment Services Corp, National Bank Of Arizona, Edward Jones, Bmo Harris Bank, Bmo Harris Financial Advisors, Bank Of The West and Bancwest Investment Services. Bancwest Investment Services, Inc is based out of Green Valley, Arizona, and operates out of 460 brick-and-mortar locations in the nation. In aggregate, Bancwest Investment Services, Inc manages $2 billion in assets throughout 8,995 accounts and retains more than 343 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have over $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 63, 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

No

Office Location

63701 E Saddlebrooke Blvd #A
Green Valley, AZ 85614

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

AZ Average: $1,978,216,465
Total Number of Employees

343

AZ Average: 226
Total Number of Accounts

8,995

AZ Average: 7,467
Average Account Size

$196,903

AZ Average: $264,928

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Investment Advisory Services

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

Nathan Clark Work History

Nathan has 15 years of experience.

2016 - Present (5 years)

Bank Of The West

2016 - Present (5 years)

Bancwest Investment Services

2013 - 2016 (3 years)

Bmo Harris Financial Advisors

2012 - 2012 (< 1 year)

Edward Jones

2012 - 2016 (4 years)

Bmo Harris Bank

2007 - 2012 (5 years)

National Bank Of Arizona

2005 - 2012 (7 years)

Chase Investment Services Corp

Disclosures

Nathan Clark has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Stephen Essington
Albuquerque, NM
Dennis Quan
Los Gatos, CA
Batkhuu Batjargal
Oakley, CA
Jeremy Holm
Fargo, ND
Hamza Farooquee
Santa Ana, CA
Francis Jacobs
Reno, NV
Dimitre Ivanov
San Francisco, CA
Jonathan Woodward
Grand Junction, CO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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