Philip
Cheng

Bancwest Investment Services, Inc

CRD#4706535
Investment Advisor
in Pasadena, CA

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About this Advisor

Philip Cheng is a financial advisor based in Pasadena, California with 8 years of relevant experience. Cheng is an advisor for Bancwest Investment Services, Inc. Throughout their career, they have worked at Precision Wealth Financial & Insurance Services, Sammons Securities Company, LLC, Parkland Securities, Bank Of The West and Bancwest Investment Services. Cheng holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in California, Illinois and Nevada. Bancwest Investment Services, Inc is a financial advisory company operating out of Omaha, NE. The investment advisory business has offices in 440 locations and a total of 369 employees. It has $2 billion in total assets between its 9,062 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 9,062 customer accounts, just 7% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Bancwest Investment Services, Inc offers a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees usually depend on which services are provided. However, fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

599 E Colorado Blvd
Pasadena, CA 91101

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

CA Average: $1,978,216,465
Total Number of Employees

369

CA Average: 226
Total Number of Accounts

9,062

CA Average: 7,467
Average Account Size

$223,378

CA Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Philip Cheng Work History

Philip has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Bank Of The West

2015 - Present (9 years)

Bancwest Investment Services

2014 - 2015 (1 year)

Parkland Securities

2012 - 2014 (2 years)

Sammons Securities Company, LLC

2004 - 2015 (11 years)

Precision Wealth Financial & Insurance Services

*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 Philip Cheng 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)

Tiffney Chang
Rowland Heights, CA
Todd Dunlap
Tempe, AZ
Valeria Silva
St. Petersburg, FL
Linda Dougherty
Petaluma, CA
Ahmed Eid
Tempe, AZ
Dale Malleck
Tempe, AZ
Ronald Fisher
Tempe, AZ
Julian Cruz
Stockton, CA

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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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.

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