William West, financial advisor Boise ID

William West

CRD Number: 5046704
Current Firm: U.s. Bancorp Investments, Inc.

William West (CRD# 5046704) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Boise, ID and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bank Boise, ID Nov 2019 - Current 2
U.s. Bancorp Investments, Inc. Boise, ID Nov 2019 - Current 2
Wells Fargo Clearing Services, LLC Apache Junction, AZ Nov 2016 - Oct 2019 2
Wells Fargo Advisors LLC Apache Junction, AZ Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for William P. West
Phone Number: 800-888-4700
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    12,843
    MILLIONS
  • Total Number of Accounts
    48,357
    ACCOUNTS
  • Average Account Value
    $265,594
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY

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