Geoff Grabe, financial advisor Clovis CA
93 score

Geoff Grabe

CRD Number: 3117036
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Geoff Grabe (CRD# 3117036) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Clovis, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Clovis, CA May 2011 - Current 5
Bancwest Investment Services Clovis, CA May 2011 - Current 5
Sorrento Pacific Financial, LLC San Diego, CA Jan 2011 - May 2011 < 1
Westamerica Bank Fresno, CA Jan 2005 - May 2011 6
Lpl Financial Corporation Firebaugh, CA Mar 2008 - Jan 2011 2
Ifmg Securities, Inc. Fresno, CA Jan 2005 - Jan 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Geoff L. Grabe
Phone Number: 800-338-3919
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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

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