Robert
Homar Lopez

Bancwest Investment Services, Inc

CRD#6087528
Investment Advisor
in New York, NY

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About this Advisor

Robert Homar Lopez is a financial advisor working out of New York, New York, who has been in the industry for 10 years. Homar Lopez currently works for Bancwest Investment Services, Inc. Their career trajectory has included roles at Loyola University, Ubs, Sport Trainer Index.Com, Banco Popular De Puerto Rico, Popular Securities, LLC, Ubs Financial Services Inc, Bank Of The West and Bancwest Investment Services, Inc. Homar Lopez holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Bancwest Investment Services, Inc is a financial advisory company that has its headquarters in New York, New York. The firm has offices in 460 locations and a total of 343 employees. It oversees $2 billion in total assets among its 8,995 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 8,995 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. The company has a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees usually depend on which services the firm provides the client. Fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

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

787 Seventh Ave 36Th Floor
New York, NY 10019

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

NY Average: 226
Total Number of Accounts

8,995

NY Average: 7,467
Average Account Size

$196,903

NY Average: $264,928

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Investment Advisory Services

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

Robert Homar Lopez Work History

Robert has 10 years of experience.

2019 - Present (1 year)

Bank Of The West

2019 - Present (1 year)

Bancwest Investment Services, Inc

2017 - 2019 (2 years)

Ubs Financial Services Inc

2016 - 2017 (1 year)

Popular Securities, LLC

2015 - 2016 (1 year)

Popular Securities, LLC

2014 - 2014 (< 1 year)

Sport Trainer Index.Com

2014 - 2015 (1 year)

Banco Popular De Puerto Rico

2013 - 2013 (< 1 year)

Ubs

2012 - 2012 (< 1 year)

Ubs

2010 - 2015 (5 years)

Loyola University

Disclosures

Robert Homar Lopez has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Robert Gallagher
Tempe, AZ
Mark Smith
Sherman Oaks, CA
Ashley Hamilton
Tempe, AZ
Ahmed Eid
Tempe, AZ
Taylor Sansoni
Omaha, NE
Gianluca Paci
Los Angeles, CA
Riyad Said
Newport Beach, CA
Jenifer Woolcott
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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