Bancwest Investment Services, Inc
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About this Advisor
Lidia Leach is a certified financial planner based in Fresno, California who has 10 years of industry experience. Leach is on the advisory team at Bancwest Investment Services, Inc. The advisor has gained experience at Charles Schwab & Co., Cin, Charles Schwab Bank, Bank Of The West and Bancwest Investment Services. Leach has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California. Bancwest Investment Services, Inc is a business based in Omaha, NE. The investment advisory business has offices in 440 locations and a total of 369 advisors. It manages $2 billion in assets between its 9,062 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 9,062 accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets. Bancwest Investment Services, Inc provides a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors are based on the financial services. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
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Bancwest Investment Services, Inc Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lidia Leach Work History
Lidia has been registered as a financial advisor for 10 years.*
Bank Of The West
Bancwest Investment Services
Charles Schwab & Co., Cin
Charles Schwab Bank
*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.
Please visit the SEC profile of Lidia Leach 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)
St. Petersburg, FL
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 email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.