Valeria
Silva

Bancwest Investment Services, Inc

CRD#6033213
Investment Advisor
in St. Petersburg, FL

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About this Advisor

Valeria Silva is a financial advisor who works out of St. Petersburg, Florida, who has 1 year of relevant experience. Silva is an advisor for Bancwest Investment Services, Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, E*Trade Securities LLC, E*Trade Capital Management LLC, Raymond James & Associates, Inc, Lpl Financial LLC, Bank Of The West and Bancwest Investment Services, Inc. Silva has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Bancwest Investment Services, Inc is a registered investment business that has its headquarters in Omaha, NE. The firm has offices in 440 locations and a total of 369 people on staff. It oversees $2 billion in total assets among its 9,062 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to six charitable organizations. Of its 9,062 client accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually vary depending on which services are provided. However, fee types 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

St. Petersburg, FL

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

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

369

FL Average: 226
Total Number of Accounts

9,062

FL Average: 7,467
Average Account Size

$223,378

FL Average: $264,928

Investment Advisory Services

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

Valeria Silva Work History

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

2022 - Present (1 year)

Bank Of The West

2022 - Present (1 year)

Bancwest Investment Services, Inc

2020 - 2022 (2 years)

Lpl Financial LLC

2018 - 2020 (2 years)

Raymond James & Associates, Inc

2017 - 2017 (< 1 year)

Wells Fargo Clearing Services, LLC

2017 - 2017 (< 1 year)

Wells Fargo Bank Na

2017 - 2018 (1 year)

E*Trade Securities LLC

2017 - 2018 (1 year)

E*Trade Capital Management LLC

2013 - 2016 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2016 (3 years)

Bank Of America, N.A

*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 Valeria Silva 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)

Lidia Leach
Fresno, CA
Ronald Fisher
Tempe, AZ
Jacob Somero
Tempe, AZ
Todd Dunlap
Tempe, AZ
Tiffney Chang
Rowland Heights, CA
Jai Huynh
San Jose, CA
Linda Dougherty
Petaluma, CA
Dale Malleck
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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