Yi
Zhou
Bancwest Investment Services, Inc
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About this Advisor
Yi Zhou is a certified financial planner operating out of Daly City, California who has 1 year of industry experience. Zhou is an advisor for Bancwest Investment Services, Inc. Zhou has gained experience at Golden State Renaissance Ventures, LLC Dba Golden Gate Global, Elite Education Of San Francisco, Mercer Global Advisors Inc, Golden Investment Advisers, LLC Dba Golden Wealth Management Grp, Golden Wealth Management Group, LLC, Bank Of The West and Bancwest Investment Services, Inc. Zhou has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California. Bancwest Investment Services, Inc is an advisory business operating out of Omaha, NE. The firm has offices in 440 locations and a total of 369 financial advisors. It has $2 billion in total assets among its 9,062 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 9,062 customer accounts, just 7% belong to high-net-worth individuals who have at least $1 million in investable assets. Bancwest Investment Services, Inc offers a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services typically depend on which services are offered. Fees 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
Yi Zhou Work History
Yi has been registered as a financial advisor for 1 years.*
Bank Of The West
Bancwest Investment Services, Inc
Golden Investment Advisers, LLC Dba Golden Wealth Management Grp
Golden State Renaissance Ventures, LLC Dba Golden Gate Global
Golden Investment Advisers, LLC Dba Golden Wealth Management Grp
Golden Wealth Management Group,LLC
Mercer Global Advisors Inc
Golden State Renaissance Ventures, LLC Dba Golden Gate Global
Elite Education Of San Francisco
*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 Yi Zhou 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)
Stockton, CA
Tempe, AZ
Tempe, AZ
Petaluma, CA
Sacramento, CA
Fresno, CA
Tempe, AZ
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 profile-compliance@smartasset.com.
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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.
