Talhon
Campbell

Bancwest Investment Services, Inc

CRD#7053458
Investment Advisor
in Tempe, AZ

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About this Advisor

Talhon Campbell is a financial advisor who works out of Tempe, Arizona who has 1 year of industry experience. Campbell currently works for Bancwest Investment Services, Inc. Their career trajectory has included roles at Edward Jones, Progrexion Teleservices, Dk Buell Exterminating, Church Of Jesus Christ Of Latter Day Saints, Western Southern Life, W&S Brokerage Services and Bancwest Investment Services. Campbell has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California and Washington. Bancwest Investment Services, Inc is a registered investment company that has its headquarters in Omaha, NE. The company has offices in 440 locations and a total of 369 employees. It manages $2 billion in total assets between its 9,062 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves six charitable organizations. Of its 9,062 accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets. Bancwest Investment Services, Inc offers a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

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

$2,024,253,748

AZ Average: $1,978,216,465
Total Number of Employees

369

AZ Average: 226
Total Number of Accounts

9,062

AZ Average: 7,467
Average Account Size

$223,378

AZ Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Talhon Campbell Work History

Talhon has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bancwest Investment Services

2019 - 2022 (3 years)

Western Southern Life

2019 - 2022 (3 years)

W&S Brokerage Services

2018 - 2019 (1 year)

Edward Jones

2016 - 2018 (2 years)

Progrexion Teleservices

2013 - 2016 (3 years)

Dk Buell Exterminating

2011 - 2013 (2 years)

Church Of Jesus Christ Of Latter Day Saints

*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 Talhon Campbell 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)

Todd Dunlap
Tempe, AZ
Ronald Fisher
Tempe, AZ
Jacob Somero
Tempe, AZ
Linda Dougherty
Petaluma, CA
Jai Huynh
San Jose, CA
Valeria Silva
St. Petersburg, FL
Lidia Leach
Fresno, CA
Julian Cruz
Stockton, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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