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 in Tempe, Arizona. Currently a registered investment advisor with Bancwest Investment Services, Inc, they have accumulated 16 years of professional experience. Howard maintains Series 63 and Series 66 licenses, designating them as a securities broker. Howard is registered to advise investors in Nebraska. Their career trajectory has included roles at Omni Hotels, Td Ameritrade and Bancwest Investment Services, Inc. Bancwest Investment Services, Inc is headquartered in Tempe, Arizona, and operates out of 525 additional locations across the United States. Overall, Bancwest Investment Services, Inc manages $2 billion in assets across 7,801 accounts and employs more than 358 people. The firm's total assets under management makes it one of the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Bancwest Investment Services, Inc can offer portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

16 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 16 years of experience.

2014 - Present (5 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)

Viviana Bigolin
La Jolla, CA
Ernesto Rodriguez
Tempe, AZ
Tara Kimmins
Newport Beach, CA
Nathan Vandas
Aurora, CO
Joseph Dadashadeh
Meridian, ID
Deny Delgadillo
Pasadena, CA
Stephane Johnston
New York, NY
Tony Tat Yan Lam
Pasadena, CA

This content was compiled from the SEC and FINRA.

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