Gregory
Hoover

Bancwest Investment Services, Inc

CRD#5457426
Investment Advisor
in Englewood, CO

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About this Advisor

Gregory Hoover is a financial advisor who works out of Englewood, Colorado, with a total of 1 year of industry experience. Hoover is on the advisory team at Bancwest Investment Services, Inc. During their career, the advisor has held roles at J.P. Morgan Securities LLC, Cetera Advisors LLC, Bancwest Investment Services, Inc and Bank Of The West. Hoover has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Bancwest Investment Services, Inc is a business operating out of Omaha, NE. The firm has offices in 440 locations and a total of 369 employees. It manages $2 billion in assets under management among its 9,062 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises six charitable organizations. Of its 9,062 customer accounts, just 7% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically are based on the type of services. Fees charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

9335 East County Line Road
Englewood, CO 80112-3539

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

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

369

CO Average: 226
Total Number of Accounts

9,062

CO Average: 7,467
Average Account Size

$223,378

CO Average: $264,928

Investment Advisory Services

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

Gregory Hoover Work History

Gregory has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bancwest Investment Services, Inc

2022 - Present (2 years)

Bank Of The West

2014 - 2022 (8 years)

Cetera Advisors LLC

2012 - 2014 (2 years)

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 Gregory Hoover 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)

Ronald Fisher
Tempe, AZ
Julian Cruz
Stockton, CA
Jai Huynh
San Jose, CA
Valeria Silva
St. Petersburg, FL
Dale Malleck
Tempe, AZ
Tiffney Chang
Rowland Heights, CA
Lidia Leach
Fresno, CA
Jacob Somero
Tempe, AZ

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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