Lila
Anderson

Bancwest Investment Services, Inc

CRD#2997638
Investment Advisor
in Omaha, NE

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About this Advisor

Lila Anderson is a financial advisor operating in Omaha, Nebraska, with 10 years of work experience. Anderson currently works for Bancwest Investment Services, Inc. Throughout their career, Anderson has worked at Securities America Advisors, Securities America Inc, Nosh Restaurant And Wine Lounge, Bank Of The West and Bancwest Investment Services. Anderson holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in Nebraska. Bancwest Investment Services, Inc is a business that has its headquarters in Omaha, Nebraska. The firm has offices in 460 locations and a total of 343 advisors. It handles $2 billion in assets across its 8,995 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 8,995 customer accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. Bancwest Investment Services, Inc performs a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, 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

Disclosures

No

Office Location

13220 California Street 2Nd Floor
Omaha, NE 68154-9750

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

NE Average: 226
Total Number of Accounts

8,995

NE Average: 7,467
Average Account Size

$196,903

NE Average: $264,928

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Investment Advisory Services

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

Lila Anderson Work History

Lila has 10 years of experience.

2015 - Present (5 years)

Bank Of The West

2015 - Present (5 years)

Bancwest Investment Services

2011 - 2018 (7 years)

Nosh Restaurant And Wine Lounge

2010 - 2011 (1 year)

Securities America Advisors

2010 - 2011 (1 year)

Securities America Inc

Disclosures

Lila Anderson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Robert Gallagher
Tempe, AZ
Saba Jahanian
Santa Monica, CA
Michael Baker
West Des Moines, IA
Angela Reynolds
Los Angeles, CA
Jeremy Holm
Fargo, ND
Hamza Farooquee
Santa Ana, CA
Stephen Essington
Albuquerque, NM
Jonathan Woodward
Grand Junction, CO

This content was compiled from the SEC and FINRA.

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