Ross
Benson
Bancwest Investment Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Ross Benson is a certified financial planner working out of Pasadena, California who has 5 years of relevant experience. Benson is an employee of Bancwest Investment Services, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of Ny Mellon, Wells Fargo Clearing Services, Wells Fargo Bank, Bancwest Investment Services and Bank Of The West. Benson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California and Nevada. Bancwest Investment Services, Inc is a financial advisory firm that has its headquarters in Omaha, NE. It has offices in 440 locations and a total of 369 employees. It controls $2 billion in assets under management across its 9,062 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 9,062 client accounts, just 7% are held by high-net-worth investors who have at least $1 million in investable assets. Bancwest Investment Services, Inc performs a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees depend on the type of financial services. Fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Ross Benson Work History
Ross has been registered as a financial advisor for 5 years.*
Bancwest Investment Services
Bank Of The West
Wells Fargo Clearing Services
Wells Fargo Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of Ny Mellon
*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 Ross Benson 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)
Fresno, CA
San Jose, CA
Stockton, CA
St. Petersburg, FL
Rowland Heights, CA
Tempe, AZ
Tempe, AZ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
