Robert
Kotval

Bancwest Investment Services, Inc

CRD#7079413
Investment Advisor
in Waterford, CA

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About this Advisor

Robert Kotval is a financial advisor who works out of Waterford, California who has 2 years of industry experience. Kotval works at Bancwest Investment Services, Inc. Over the course of their career, they have held roles at Jpmorgan Chase Bank, N.A, Guild Mortgage, Bank Of The West, Jpmorgan Securities, LLC and Bancwest Investment Services, Inc. Kotval maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Bancwest Investment Services, Inc is a financial advisory firm operating out of Omaha, NE. The company has offices in 440 locations and a total of 369 employees. It has $2 billion in assets between its 9,062 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 9,062 customer accounts, just 7% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules typically vary depending on which services are offered. Fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

12710 Bentley St
Waterford, CA 95386

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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

Robert Kotval Work History

Robert has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bancwest Investment Services, Inc

2021 - Present (3 years)

Bank Of The West

2019 - 2021 (2 years)

Jpmorgan Chase Bank, N.A

2019 - 2021 (2 years)

Jpmorgan Securities, LLC

2017 - 2018 (1 year)

Guild Mortgage

2012 - 2017 (5 years)

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 Robert Kotval 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)

Ronald Fisher
Tempe, AZ
Valeria Silva
St. Petersburg, FL
Tiffney Chang
Rowland Heights, CA
Linda Dougherty
Petaluma, CA
Jai Huynh
San Jose, CA
Lidia Leach
Fresno, CA
Jacob Somero
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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