Bancwest Investment Services, Inc
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
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
Nathan Clark Work History
Nathan has 15 years of experience.
Bank Of The West
Bancwest Investment Services
Bmo Harris Financial Advisors
Bmo Harris Bank
National Bank Of Arizona
Chase Investment Services Corp
Nathan Clark has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bancwest Investment Services, Inc (Bwis)
Los Gatos, CA
Santa Ana, CA
San Francisco, CA
Grand Junction, CO
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.