Bancwest Investment Services, Inc
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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
Years of Experience
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Bancwest Investment Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lila Anderson Work History
Lila has 10 years of experience.
Bank Of The West
Bancwest Investment Services
Nosh Restaurant And Wine Lounge
Securities America Advisors
Securities America Inc
Lila Anderson has no disclosures.
Please visit their SEC profile for more details.
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