Robert
Gallagher
Bancwest Investment Services, Inc
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About this Advisor
Robert Gallagher is a financial advisor who works out of Tempe, Arizona with 3 years of relevant experience. Gallagher currently works for Bancwest Investment Services, Inc. During their career, Gallagher has held roles at The Vanguard Group, Inc, Voya Investment Management, Voya Investments Distributor, LLC, Ny Life, Bancwest Investment Services and Voya Investment Management Co., LLC. Gallagher maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Bancwest Investment Services, Inc is an advisory business operating out of Omaha, NE. The firm has offices in 440 locations and a total of 369 advisors. It oversees $2 billion in assets across its 9,062 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves six charities and foundations. Of its 9,062 accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets available to invest. Bancwest Investment Services, Inc performs a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely vary depending on the type of financial services provided. However, fee types billed 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
Robert Gallagher Work History
Robert has been registered as a financial advisor for 3 years.*
Bancwest Investment Services
Voya Investment Management Co., LLC
Voya Investment Management
Voya Investments Distributor, LLC
Ny Life
The Vanguard Group, Inc
*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 Robert Gallagher 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)
St. Petersburg, FL
Tempe, AZ
Rowland Heights, CA
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Stockton, CA
Tempe, AZ
San Jose, CA
Tempe, AZ
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