Tara
Kimmins

Bancwest Investment Services, Inc

CRD#5963643
Investment Advisor
in Newport Beach, CA

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About this Advisor

Tara Kimmins is an advisor whose office is in Newport Beach, California. Currently a registered advisor at Bancwest Investment Services, Inc, Kimmins has 10 years of professional experience as a registered investment advisor. Kimmins has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Kimmins can work with clients based out of California. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Wiederman & Potter Premium Practice Sales, Bank Of America, N.A, California Bank & Trust (Zions Bank), Lpl Financial LLC, Bancwest Investment Services and Bank Of The West. Bancwest Investment Services, Inc is headquartered in Newport Beach, California, and has 547 additional offices in the nation. As a company, Bancwest Investment Services, Inc oversees $2 billion in assets dispersed across 8,147 client accounts and employs more than 361 people. The firm's total assets under management makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Bancwest Investment Services, Inc can provide portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

4400 Macarthur Blvd Suite 100
Newport Beach, CA 92660

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,531,290,151

CA Average: $1,978,216,465
Total Number of Employees

361

CA Average: 226
Total Number of Accounts

8,147

CA Average: 7,467
Average Account Size

$187,958

CA Average: $264,928

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Investment Advisory Services

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

Tara Kimmins Work History

Tara has 11 years of experience.

2018 - Present (2 years)

Bancwest Investment Services

2018 - Present (2 years)

Bank Of The West

2017 - 2018 (1 year)

California Bank & Trust (Zions Bank)

2017 - 2018 (1 year)

Lpl Financial LLC

2011 - 2017 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2017 (6 years)

Bank Of America, N.A

2010 - 2011 (1 year)

Wiederman & Potter Premium Practice Sales

Disclosures

Tara Kimmins has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Dimitre Ivanov
New York, NY
John Lee
Palo Alto, CA
Gianluca Paci
Los Angeles, CA
Milap Shah
Albuquerque, NM
John Mathison
Anoka, MN
Saba Jahanian
Santa Monica, CA
Angela Reynolds
Los Angeles, CA
George Saliga
Mountain View, CA

This content was compiled from the SEC and FINRA.

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