Bancwest Investment Services, Inc
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About this Advisor
Junko Nagai is a financial advisor working out of Los Angeles, California, with a total of 11 years of professional experience. Nagai works at Bancwest Investment Services, Inc. Throughout their career, Nagai has worked at Morgan Stanley & Co., Inc, Unionbanc Investment Services, Bank Of The West and Bancwest Investment Services. Nagai has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California. Bancwest Investment Services, Inc is a registered investment company that has its headquarters in Los Angeles, California. The company has offices in 525 locations and a total of 358 advisors. It manages $2 billion in assets between its 7,801 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 7,801 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Bancwest Investment Services, Inc performs a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically are based on the financial services. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Bancwest Investment Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Junko Nagai Work History
Junko has 11 years of experience.
Bank Of The West
Bancwest Investment Services
Unionbanc Investment Services
Morgan Stanley & Co., Inc
Junko Nagai has no disclosures.
Please visit their SEC profile for more details.