Bancwest Investment Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Tiffney Chang is a financial advisor working out of Rowland Heights, California who has 10 years of industry experience. Chang works at Bancwest Investment Services, Inc. Over the course of their career, Chang has held roles at Bancwest Investment Services, Inc and Bank Of The West. Chang maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in California. Bancwest Investment Services, Inc is a firm that has its headquarters in Omaha, NE. It has offices in 440 locations and a total of 369 advisors. It manages $2 billion in assets between its 9,062 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises six charities and foundations. Of its 9,062 accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets available to invest. Bancwest Investment Services, Inc provides a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management depend on which services the firm provides the client. Fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bancwest Investment Services, Inc Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Tiffney Chang Work History
Tiffney has been registered as a financial advisor for 10 years.*
Bancwest Investment Services, Inc
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.
Please visit the SEC profile of Tiffney Chang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bancwest Investment Services, Inc (Bwis)
San Jose, CA
St. Petersburg, FL
Rowland Heights, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.