Bancwest Investment Services, Inc
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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
Years of Experience
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Bancwest Investment Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Tara Kimmins Work History
Tara has 11 years of experience.
Bancwest Investment Services
Bank Of The West
California Bank & Trust (Zions Bank)
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wiederman & Potter Premium Practice Sales
Tara Kimmins has disclosures.
Please visit their SEC profile for more details.
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