Lance
Cannon
Bancwest Investment Services, Inc
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About this Advisor
Lance Cannon is a financial advisor operating in Nampa, Idaho with 1 year of relevant experience. Cannon is on the advisory team at Bancwest Investment Services, Inc. Cannon has gained experience at Stancorp Equities Inc, Stancorp Investment Advisers, Merrill Lynch, Pierce, Fenner & Smith Inc, Allstate Insurance Company, Bank Of The West and Bancwest Investment Services, Inc. Cannon maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Idaho, Oregon and Washington. Bancwest Investment Services, Inc is a firm headquartered in Omaha, NE. The company has offices in 440 locations and a total of 369 employees. It controls $2 billion in assets under management between its 9,062 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 9,062 accounts, just 7% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees are based on the services. Fees charged 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
Lance Cannon Work History
Lance has been registered as a financial advisor for 1 years.*
Bank Of The West
Bancwest Investment Services, Inc
Allstate Insurance Company
Merrill Lynch, Pierce, Fenner & Smith Inc
Stancorp Equities Inc
Stancorp Investment Advisers
*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 Lance Cannon 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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