Stephen
Taylor
Bancwest Investment Services, Inc
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About this Advisor
Stephen Taylor is a financial advisor based in Sacramento, California who has 15 years of industry experience. Taylor is an employee of Bancwest Investment Services, Inc. Over the course of their career, Taylor has held roles at Bancwest Investment Services and Bank Of The West. Taylor holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida, Nevada, New Mexico and Washington. Bancwest Investment Services, Inc is a business that has its headquarters in Omaha, NE. The firm has offices in 440 locations and a total of 369 employees. It controls $2 billion in total assets across its 9,062 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services 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 available to invest. Bancwest Investment Services, Inc offers a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules vary depending on which services the firm provides the client. 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
Stephen Taylor Work History
Stephen has been registered as a financial advisor for 15 years.*
Bancwest Investment Services
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 Stephen Taylor 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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