Bancwest Investment Services, Inc
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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
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 10 years of experience.
Bank Of The West
Bancwest Investment Services
California Bank & Trust (Zions Bank)
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wiederman & Potter Premium Practice Sales
Associated Sales Professionals
Tara Kimmins has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bancwest Investment Services, Inc (Bwis)
La Jolla, CA
Newport Beach, CA
New York, NY