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 who works in La Jolla, California, who has 10 years in the industry. Bigolin currently works for Bancwest Investment Services, Inc. Over the course of their career, they have held roles at Sears Holdings Corporation, Edward Jones, Bancwest Investment Services, Bank Of The West and Sears Holdings Corp. Bigolin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Bancwest Investment Services, Inc is a company operating in La Jolla, California. The investment advisory business has offices in 525 locations and a total of 358 employees. It controls $2 billion in total assets between its 7,801 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 7,801 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. Bancwest Investment Services, Inc offers a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely are based on which service is offered. Fees charged by Bancwest Investment Services, Inc typically consist of 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

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 10 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)

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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