Ryan
Howard

Bancwest Investment Services, Inc

CRD#5722448
Investment Advisor
in Tempe, AZ

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About this Advisor

Ryan Howard is a financial advisor working in Tempe, Arizona, who has been in the advisory business for 17 years. Howard is an employee of Bancwest Investment Services, Inc. Throughout their career, they have worked at Omni Hotels, Td Ameritrade and Bancwest Investment Services, Inc. Howard maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Arizona and Nebraska. Bancwest Investment Services, Inc is a firm headquartered in Tempe, Arizona. The company has offices in 547 locations and a total of 361 financial advisors. It oversees $2 billion in total assets between its 8,147 accounts, placing it among the largest firms in the nation by assets under management. The firm advises four charities and foundations. Of its 8,147 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business has a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services vary depending on the type of financial services offered. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

18 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

Ryan Howard Work History

Ryan has 18 years of experience.

2014 - Present (6 years)

Bancwest Investment Services, Inc

2009 - 2014 (5 years)

Td Ameritrade

2002 - 2010 (8 years)

Omni Hotels

Disclosures

Ryan Howard has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

John Lee
Palo Alto, CA
Gianluca Paci
Los Angeles, CA
Angela Reynolds
Los Angeles, CA
Milap Shah
Albuquerque, NM
Dimitre Ivanov
New York, NY
Hamza Farooquee
Tustin, CA
Saba Jahanian
Santa Monica, CA
John Mathison
Anoka, MN

This content was compiled from the SEC and FINRA.

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