Deny
Delgadillo

Bancwest Investment Services, Inc

CRD#5800813
Investment Advisor
in Pasadena, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Deny Delgadillo is a financial advisor whose office is in Pasadena, California. Currently an investment advisor at Bancwest Investment Services, Inc, Delgadillo has 10 years of experience as a financial advisor. Delgadillo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Delgadillo is registered to work with clients based out of California. Delgadillo has gained experience at Independent Capital Management, Sagepoint Financial, U.S. Bancorp Investments, Inc, Bancwest Investment Services and Bank Of The West. Bancwest Investment Services, Inc is headquartered in Pasadena, California, and has 460 offices in the nation. As a registered advisory firm, Bancwest Investment Services, Inc manages $2 billion in assets across 8,995 accounts and retains more than 343 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Bancwest Investment Services, Inc offers 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 65

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

587 E Colorado Blvd
Pasadena, CA 91101

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

Deny Delgadillo Work History

Deny has 10 years of experience.

2017 - Present (3 years)

Bancwest Investment Services

2017 - Present (3 years)

Bank Of The West

2011 - 2017 (6 years)

U.S. Bancorp Investments, Inc

2010 - 2011 (1 year)

Independent Capital Management

2010 - 2011 (1 year)

Sagepoint Financial

Disclosures

Deny Delgadillo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Taylor Sansoni
Omaha, NE
Dennis Smith
Overland Park, KS
Karim Bouzerda-Khan
New York, NY
Chad Webster
Lodi, CA
Tyler Kamerman
West Des Moines, IA
Jonathan Woodward
Grand Junction, CO
Dimitre Ivanov
San Francisco, CA
Alejandro Garcia
Turlock, CA

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