Ibun
Ando
Bancwest Investment Services, Inc
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About this Advisor
Ibun Ando is a financial advisor working out of San Jose, California, with a total of 7 years of industry experience. Ando is an advisor for Bancwest Investment Services, Inc. Throughout their career, Ando has worked at Wells Fargo Advisors, LLC, Wells Fargo Bank An, Bank Of The West and Bancwest Investment Services, Inc. Ando holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Bancwest Investment Services, Inc is a business that has its headquarters in Omaha, NE. The firm has offices in 440 locations and a total of 369 advisors. It has $2 billion in total assets between its 9,062 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 9,062 client accounts, just 7% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically vary depending on which service is provided. Fee types charged 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
Ibun Ando Work History
Ibun has been registered as a financial advisor for 7 years.*
Bank Of The West
Bancwest Investment Services, Inc
Wells Fargo Advisors, LLC
Wells Fargo Bank An
*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 Ibun Ando 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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