Douglas
Perry

Bancwest Investment Services, Inc

CRD#4445275
Investment Advisor
in The Dalles, OR

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About this Advisor

Douglas Perry is a financial advisor based out of The Dalles, Oregon who has 15 years of relevant experience. Perry is on the advisory team at Bancwest Investment Services, Inc. Their career trajectory has included roles at Bank Of The West and Bancwest Investment Services. Perry maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, Idaho, Oregon and Washington. Bancwest Investment Services, Inc is a registered investment business headquartered in Omaha, NE. The firm has offices in 440 locations and a total of 369 advisors. It has $2 billion in assets among its 9,062 accounts, making it one of the biggest firms in the country by assets under management. The firm advises six charitable organizations. Of its 9,062 customer accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services are offered. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

120 E. 4Th Street
The Dalles, OR 97058

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

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

369

OR Average: 226
Total Number of Accounts

9,062

OR Average: 7,467
Average Account Size

$223,378

OR Average: $264,928

Investment Advisory Services

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

Douglas Perry Work History

Douglas has been registered as a financial advisor for 15 years.*

2007 - Present (17 years)

Bank Of The West

2007 - Present (17 years)

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 Douglas Perry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Tiffney Chang
Rowland Heights, CA
Jai Huynh
San Jose, CA
Lidia Leach
Fresno, CA
Linda Dougherty
Petaluma, CA
Ahmed Eid
Tempe, AZ
Dale Malleck
Tempe, AZ
Ronald Fisher
Tempe, AZ
Julian Cruz
Stockton, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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