Timothy
Howard
Bancwest Investment Services, Inc
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About this Advisor
Timothy Howard is a financial advisor operating out of Omaha, Nebraska with 11 years of industry experience. Howard is an employee of Bancwest Investment Services, Inc. Over the course of their career, they have held roles at Bank Of The West and Bancwest Investment Services. Howard has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska. Bancwest Investment Services, Inc is a firm that has its headquarters in Omaha, NE. The investment advisory business has offices in 440 locations and a total of 369 financial advisors. It handles $2 billion in assets under management across its 9,062 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 9,062 customer accounts, just 7% are held by high-net-worth clients who have greater than $1 million in investable assets. Bancwest Investment Services, Inc offers a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically are based 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 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
Timothy Howard Work History
Timothy has been registered as a financial advisor for 11 years.*
Bank Of The West
Bancwest Investment Services
*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 Timothy Howard 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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