Troy
Taylor
Bancwest Investment Services, Inc
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About this Advisor
Troy Taylor is a financial advisor operating out of Woodland Hills, California with a total of 2 years of relevant experience. Taylor is an advisor for Bancwest Investment Services, Inc. Throughout their career, they have worked at Keyes Lexus, Pruco Securities, LLC, Simi Valley Cdjr, Glendale Mitsubishi, Alhambra Cdjr, Toyota Of The Desert, Hamer Toyota, The Prudential Insurance Company Of America, Allstate Insurance Company, Bank Of The West, Cuso Financial Services, Lp and Bancwest Investment Service, Inc. Taylor has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Bancwest Investment Services, Inc is a financial advisory firm headquartered in Omaha, NE. The company has offices in 440 locations and a total of 369 financial advisors. It manages $2 billion in assets among its 9,062 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 9,062 customer accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bancwest Investment Services, Inc Brokerage Details
$2,024,253,748
369
9,062
$223,378
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Troy Taylor Work History
Troy has been registered as a financial advisor for 2 years.*
Bank Of The West
Bancwest Investment Service, Inc
Allstate Insurance Company
Cuso Financial Services, Lp
Pruco Securities, LLC
The Prudential Insurance Company Of America
Keyes Lexus
Simi Valley Cdjr
Glendale Mitsubishi
Alhambra Cdjr
Toyota Of The Desert
Hamer Toyota
*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.
Disclosures
Please visit the SEC profile of Troy Taylor 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)
Tempe, AZ
Rowland Heights, CA
Tempe, AZ
Fresno, CA
Petaluma, CA
Stockton, CA
Tempe, AZ
Tempe, AZ
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 profile-compliance@smartasset.com.
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