Robert
Van Allen
Bancwest Investment Services, Inc
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About this Advisor
Robert Van Allen is a financial advisor working in Tempe, Arizona with a total of 4 years of relevant experience. Van Allen is an employee of Bancwest Investment Services, Inc. Their career trajectory has included roles at Ubs Financial Services Inc, Ameriprise Financial Services Inc, Voya Investments Distributor, LLC, Voya Investment Management, Voya Investment Management Co. LLC, Bancwest Investment Services, Inc and Bank Of The West. Van Allen maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Bancwest Investment Services, Inc is a business that has its headquarters in Omaha, NE. The company has offices in 440 locations and a total of 369 financial advisors. It administers $2 billion in assets under management between its 9,062 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 9,062 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. Bancwest Investment Services, Inc has a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely vary depending on the type of financial services provided. However, fees charged 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 Van Allen Work History
Robert has been registered as a financial advisor for 4 years.*
Bancwest Investment Services, Inc
Bank Of The West
Voya Investment Management
Ameriprise Financial Services Inc
Voya Investments Distributor, LLC
Voya Investment Management
Voya Investment Management Co. LLC
Ubs Financial Services 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 Van Allen 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)
Petaluma, CA
San Jose, CA
Fresno, CA
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Stockton, CA
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