Raul
Hernandez

Bancwest Investment Services, Inc

CRD#5610454
Investment Advisor
in Tempe, AZ

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About this Advisor

Raul Hernandez is a financial advisor working in Tempe, Arizona with a total of 1 year of relevant experience. Hernandez works at Bancwest Investment Services, Inc. Throughout their career, they have worked at Wells Fargo Bank, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Bank Of The West and Bancwest Investment Services, Inc. Hernandez maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and California. Bancwest Investment Services, Inc is an advisory business operating out of Omaha, NE. The firm has offices in 440 locations and a total of 369 people on staff. It oversees $2 billion in assets under management across its 9,062 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to six charitable organizations. Of its 9,062 accounts, just 7% are associated with high-net-worth investors who have at least $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. A financial advisor's fees vary depending on the financial services. Fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1625 W Fountainhead Pkwy 9Th Flr
Tempe, AZ 85282

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

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

369

AZ Average: 226
Total Number of Accounts

9,062

AZ Average: 7,467
Average Account Size

$223,378

AZ Average: $264,928

Investment Advisory Services

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

Raul Hernandez Work History

Raul has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bank Of The West

2022 - Present (2 years)

Bancwest Investment Services, Inc

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2008 - 2022 (14 years)

Wells Fargo 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.

Disclosures

Please visit the SEC profile of Raul Hernandez 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)

Linda Dougherty
Petaluma, CA
Todd Dunlap
Tempe, AZ
Lidia Leach
Fresno, CA
Jacob Somero
Tempe, AZ
Dale Malleck
Tempe, AZ
Tiffney Chang
Rowland Heights, CA
Ronald Fisher
Tempe, AZ
Ahmed Eid
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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