Charles
Truong
Bancwest Investment Services, Inc
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About this Advisor
Charles Truong is a financial advisor who works in San Leandro, California who has 7 years of relevant experience. Truong is on the advisory team at Bancwest Investment Services, Inc. Truong has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Advisors, LLC, Bank Of The West and Bancwest Investment Services, Inc. Truong maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in California. Bancwest Investment Services, Inc is a financial advisory business headquartered in Omaha, NE. The company has offices in 440 locations and a total of 369 financial advisors. It manages $2 billion in assets under management among its 9,062 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 9,062 customer accounts, just 7% are held by high-net-worth clients who have at least $1 million in 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. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed 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
Charles Truong Work History
Charles has been registered as a financial advisor for 7 years.*
Bank Of The West
Bancwest Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Advisors, LLC
*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 Charles Truong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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