Bancwest Investment Services, Inc

Investment Advisor
in Arcadia, CA
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About this Advisor

Yen Chen is a financial advisor operating in Arcadia, California, who has been in the financial industry for 10 years. Chen is an advisor for Bancwest Investment Services, Inc. The advisor has gained experience at Wells Fargo Investments, LLC, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Ace Diversified Capital, Inc, Bank Of West, Bank Of The West and Bancwest Investment Services, Inc. Chen has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Bancwest Investment Services, Inc is a registered investment business based out of Arcadia, California. The firm has offices in 525 locations and a total of 358 financial advisors. It has $2 billion in total assets across its 7,801 accounts, making it one of the largest financial 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 associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely vary depending on which services are offered. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, 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



Office Location

1155 W Huntington Drive
Arcadia, CA 91006

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management


CA Average: $1,978,216,465
Total Number of Employees


CA Average: 226
Total Number of Accounts


CA Average: 7,467
Average Account Size


CA Average: $264,928

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Investment Advisory Services

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

Yen Chen Work History

Yen has 10 years of experience.

2018 - Present (1 year)

Bank Of The West

2018 - Present (1 year)

Bancwest Investment Services, Inc

2014 - 2017 (3 years)

Ace Diversified Capital, Inc

2012 - 2018 (6 years)

Bank Of West

2011 - 2012 (1 year)

Wells Fargo Advisors LLC

2009 - 2011 (2 years)

Wells Fargo Investments,LLC

2008 - 2012 (4 years)

Wells Fargo Bank Na


Yen Chen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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