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 investment advisor whose office is in Newport Beach, California. Currently an investment advisor at Bancwest Investment Services, Inc, they have accrued 10 years of professional experience in the financial advisory industry. Kimmins has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Kimmins is able to act as an advisor in California. Throughout their career, Kimmins has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Wiederman & Potter Premium Practice Sales, Associated Sales Professionals, California Bank & Trust (Zions Bank), Bank Of The West, Bank Of America, N.A, Lpl Financial LLC and Bancwest Investment Services. Bancwest Investment Services, Inc is headquartered in Newport Beach, California, and operates out of 525 brick-and-mortar locations in the United States. As a company, Bancwest Investment Services, Inc manages $2 billion in assets throughout 7,801 client accounts and retains more than 358 people. The firm's total assets under management places it among the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Bancwest Investment Services, Inc provides 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

10 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 10 years of experience.

2018 - Present (2 years)

Bank Of The West

2018 - Present (2 years)

Bancwest Investment Services

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

2008 - 2009 (1 year)

Associated Sales Professionals

Disclosures

Tara Kimmins has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Viviana Bigolin
La Jolla, CA
Ernesto Rodriguez
Tempe, AZ
Tara Kimmins
Newport Beach, CA
Nathan Vandas
Aurora, CO
Joseph Dadashadeh
Meridian, ID
Deny Delgadillo
Pasadena, CA
Stephane Johnston
New York, NY
Tony Tat Yan Lam
Pasadena, CA

This content was compiled from the SEC and FINRA.

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