Anthony
Magalong
Bancwest Investment Services, Inc
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About this Advisor
Anthony Magalong is a financial advisor operating out of Englewood, Colorado, with a total of 1 year of relevant experience. Magalong is currently employed by Bancwest Investment Services, Inc. Over the course of their career, Magalong has held roles at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Bank Of The West and Bancwest Investment Services, Inc. Magalong has Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in California and Colorado. Bancwest Investment Services, Inc is a financial advisory business operating out of Omaha, NE. It has offices in 440 locations and a total of 369 employees. It handles $2 billion in assets between its 9,062 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 9,062 client accounts, just 7% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely depend 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
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
Anthony Magalong Work History
Anthony has been registered as a financial advisor for 1 years.*
Bank Of The West
Bancwest Investment Services, Inc
Jpmorgan Chase Bank
J.P. Morgan Securities LLC
*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 Anthony Magalong 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)
Rowland Heights, CA
Tempe, AZ
Stockton, CA
Fresno, CA
Sacramento, CA
Tempe, AZ
San Jose, CA
St. Petersburg, FL
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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