Russell
Burch

Bancwest Investment Services, Inc

CRD#5161371
Investment Advisor
in Fairfield, CA

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About this Advisor

Russell Burch is a financial advisor working out of Fairfield, California with 15 years of relevant experience. Burch is currently employed by Bancwest Investment Services, Inc. Their career trajectory has included roles at Bank Of The West and Bancwest Investment Services. Burch maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, California and Nevada. Bancwest Investment Services, Inc is an advisory firm headquartered in Omaha, NE. It has offices in 440 locations and a total of 369 financial advisors. It has $2 billion in assets among its 9,062 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 9,062 client accounts, just 7% belong to high-net-worth individuals who have greater than $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 are based on which services the firm provides the client. However, fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1300 Oliver Road
Fairfield, CA 94533

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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

Russell Burch Work History

Russell has been registered as a financial advisor for 15 years.*

2012 - Present (12 years)

Bank Of The West

2012 - Present (12 years)

Bancwest Investment Services

*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 Russell Burch 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
Ronald Fisher
Tempe, AZ
Jai Huynh
San Jose, CA
Robb Molnar
Sacramento, CA
Lidia Leach
Fresno, CA
Dale Malleck
Tempe, AZ
Tiffney Chang
Rowland Heights, CA
Todd Dunlap
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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