Heidi Wilson, financial advisor Albuquerque NM
93 score

Heidi Wilson

CRD Number: 5554190
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Heidi Wilson (CRD# 5554190) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Albuquerque, NM and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Albuquerque, NM Jul 2017 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Albuquerque, NM Oct 2014 - Current 3
Tiaa Albuquerque, NM Oct 2014 - Jul 2017 2
Bank Of America,na Beverly Hills, CA Oct 2010 - Nov 2014 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills, CA Jul 2010 - Nov 2014 4
Unemployed Capistrano Beach, CA Dec 2009 - Jul 2010 < 1
Merrill Lynch Newport Beach, CA Jun 2008 - Dec 2009 1
Unemployed Costa Mesa, CA Feb 2008 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Heidi N. Wilson
Phone Number: 800-338-3919
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    1,388
    MILLIONS
  • Total Number of Accounts
    7,387
    ACCOUNTS
  • Average Account Value
    $187,849
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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