Rachel
Delauro
Bancwest Investment Services, Inc
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About this Advisor
Rachel Delauro is a certified financial planner based out of Los Angeles, California with 11 years of relevant experience. Delauro currently works for Bancwest Investment Services, Inc. Throughout their career, they have worked at Bancwest Investmetn Services and Bank Of The West. Delauro holds a Series 63 license, designating them as a securities broker, and is able to serve investors in California, Illinois, Nevada, New York and Wyoming. Bancwest Investment Services, Inc is a company based in Omaha, NE. The investment advisory business has offices in 440 locations and a total of 369 employees. It manages $2 billion in assets among its 9,062 accounts, placing it among the largest firms in the United States by assets under management. The firm serves six charitable organizations. Of its 9,062 accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually vary depending on the financial services provided. Fees 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
Rachel Delauro Work History
Rachel has been registered as a financial advisor for 11 years.*
Bancwest Investmetn Services
Bank Of The West
*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 Rachel Delauro 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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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.
