Robert
Lewis
Bancwest Investment Services, Inc
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About this Advisor
Robert Lewis is a financial advisor based out of Omaha, Nebraska who has 1 year of industry experience. Lewis is an advisor for Bancwest Investment Services, Inc. During their career, Lewis has held roles at Securities America, Inc, Securities America Advisors, Inc, Bancwest Investment Services, Bank Of The West, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc and Bancwest Investment Services, Inc. Lewis maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in Nebraska. Bancwest Investment Services, Inc is a financial advisory firm operating out of Omaha, NE. It has offices in 440 locations and a total of 369 employees. It manages $2 billion in total assets across its 9,062 accounts, making it one of the largest firms in the United States by assets under management. The firm advises six charities and foundations. Of its 9,062 accounts, just 7% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company has a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely vary depending on the type of financial services provided. Fees billed 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
Robert Lewis Work History
Robert has been registered as a financial advisor for 1 years.*
Bank Of The West
Bancwest Investment Services, Inc
Cambridge Investment Research Inc
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
Bancwest Investment Services
Bank Of The West
Securities America Advisors, Inc
Securities America, Inc
*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 Robert Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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