Angela
Reynolds

Bancwest Investment Services, Inc

CRD#2814939
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Angela Reynolds is a financial advisor whose office is in Los Angeles, California. Currently an advisor at Bancwest Investment Services, Inc, Reynolds has 10 years of professional experience in the financial advisory industry. Reynolds maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Reynolds is able to advise customers in California. During their career, Reynolds has held roles at Ameriprise Financial Services, Inc, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Bank Of The West, Bancwest Investment Services, Inc, Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Investment Services LLC, Global Atlantic Financial Company, Forethought Distributors, LLC and Cms Advisors/Fnex - Dual Registrations At The Time. Bancwest Investment Services, Inc is headquartered in Los Angeles, California, and operates out of 460 other offices in the United States. As a company, Bancwest Investment Services, Inc oversees $2 billion in assets dispersed across 8,995 accounts and retains more than 343 people. The firm's total assets under management makes it one of the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Bancwest Investment Services, Inc provides portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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

300 S Grand Avenue Suite 100
Los Angeles, CA 90071

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

CA Average: 226
Total Number of Accounts

8,995

CA Average: 7,467
Average Account Size

$196,903

CA Average: $264,928

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Angela Reynolds Work History

Angela has 10 years of experience.

2018 - Present (2 years)

Bank Of The West

2018 - Present (2 years)

Bancwest Investment Services, Inc

2018 - 2018 (< 1 year)

Cms Advisors/Fnex - Dual Registrations At The Time

2015 - 2016 (1 year)

Global Atlantic Financial Company

2015 - 2016 (1 year)

Forethought Distributors, LLC

2014 - 2015 (1 year)

Cetera Investment Advisers LLC

2010 - 2010 (< 1 year)

Ameriprise Financial Services, Inc

2010 - 2015 (5 years)

Cetera Financial Specialists LLC

2010 - 2015 (5 years)

Cetera Advisor Networks LLC

2010 - 2015 (5 years)

Cetera Advisors LLC

2010 - 2015 (5 years)

Cetera Investment Services LLC

Disclosures

Angela Reynolds has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Jordan Kalinowski
Casper, WY
Anu Chopra
Pico Rivera, CA
Taylor Sansoni
Omaha, NE
Mark Smith
Sherman Oaks, CA
Elaine Lee-Shen
San Francisco, CA
Jeremy Holm
Fargo, ND
John Mathison
Anoka, MN
Ashley Hamilton
Tempe, AZ

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started