Viviana
Bigolin

Bancwest Investment Services, Inc

CRD#6115662
Investment Advisor
in La Jolla, CA

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About this Advisor

Viviana Bigolin is a financial advisor operating out of La Jolla, California, who has been in the advisory business for 11 years. Bigolin currently works for Bancwest Investment Services, Inc. Their career trajectory has included roles at Sears Holdings Corporation, Edward Jones, Bancwest Investment Services, Bank Of The West and Sears Holdings Corp. Bigolin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Bancwest Investment Services, Inc is a registered investment business that has its headquarters in La Jolla, California. The firm has offices in 547 locations and a total of 361 people on staff. It administers $2 billion in assets under management between its 8,147 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 8,147 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Bancwest Investment Services, Inc has a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees are based on which services the firm provides the client. However, fees charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

4180 La Jolla Village Dr. Suite 405
La Jolla, CA 92037

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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

Viviana Bigolin Work History

Viviana has 12 years of experience.

2015 - Present (5 years)

Bancwest Investment Services

2015 - Present (5 years)

Bank Of The West

2015 - 2015 (< 1 year)

Sears Holdings Corp

2012 - 2015 (3 years)

Edward Jones

2011 - 2012 (1 year)

Sears Holdings Corporation

2010 - 2011 (1 year)

Sears Holdings Corporation

2008 - 2010 (2 years)

Sears Holdings Corporation

Disclosures

Viviana Bigolin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Hamza Farooquee
Tustin, CA
Milap Shah
Albuquerque, NM
Saba Jahanian
Santa Monica, CA
John Lee
Palo Alto, CA
Angela Reynolds
Los Angeles, CA
John Mathison
Anoka, MN
George Saliga
Mountain View, CA
Dimitre Ivanov
New York, NY

This content was compiled from the SEC and FINRA.

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