Keith
Zavala
Bancwest Investment Services, Inc
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About this Advisor
Keith Zavala is a financial advisor based in Encino, California, who has 1 year of relevant experience. Zavala is on the advisory team at Bancwest Investment Services, Inc. During their career, the advisor has held roles at Jpmorgan Chase Bank, Na, J.P. Morgan Securities LLC, Ips Realty Management, 1301 Hollywood Way, LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Bancwest Investment Services, Inc and Bank Of The West. Zavala has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Bancwest Investment Services, Inc is an advisory company based out of Omaha, NE. It has offices in 440 locations and a total of 369 advisors. It controls $2 billion in assets between its 9,062 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 9,062 accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. The firm performs a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services vary depending on the type of services. However, 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
Keith Zavala Work History
Keith has been registered as a financial advisor for 1 years.*
Bancwest Investment Services, Inc
Bank Of The West
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, Na
Ips Realty Management
1301 Hollywood Way, 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 Keith Zavala to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bancwest Investment Services, Inc (Bwis)
Stockton, CA
Tempe, AZ
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San Jose, CA
Sacramento, CA
Tempe, AZ
Tempe, AZ
Tempe, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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