Blake Willcox, financial advisor Edmond OK
96 score

Blake Willcox

CRD Number: 5340263
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Blake Willcox (CRD# 5340263) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Edmond, OK and has over 9 years of experience in the finance industry. Blake Willcox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bancwest Investment Services Oklahoma City, OK Oct 2015 - Current 1
Securities America Inc. Norman, OK Jun 2013 - Oct 2015 2
Eide Bailly Advisors, LLC Norman, OK Jun 2013 - Sep 2015 2
Ing Financial Partners, Inc. Oklahoma City, OK May 2010 - Apr 2013 2
Smart Media Solution Edmond, OK Apr 2009 - Apr 2010 1
Unemployed Edmond, OK Dec 2008 - Apr 2009 < 1
Summit Land Company Oklahoma City, OK Nov 2007 - Dec 2008 1
Northwestern Mutual Investment Services, LLC Oklahoma City, OK May 2007 - Nov 2007 < 1
University Of Central Oklahoma Edmond, OK Aug 2005 - May 2007 1
Edmond Dental Associates Edmond, OK Jun 2000 - May 2007 6
American Spirit Cheer Edmond, OK Jun 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Blake Willcox
Phone Number: 800-338-3919
Registered State(s):
  • OK
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
96
Clean Record
This advisor has a clean track record with regulators.

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