Robert
Kotval
Bancwest Investment Services, Inc
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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
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
Robert Kotval Work History
Robert has been registered as a financial advisor for 2 years.*
Bancwest Investment Services, Inc
Bank Of The West
Jpmorgan Chase Bank, N.A
Jpmorgan Securities, LLC
Guild Mortgage
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.
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