Spencer ThomasCRD Number: 5379508
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Spencer Thomas (CRD# 5379508) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Fort Collins, CO and has over 10 years of experience in the finance industry.
Martin Wealth Management, LLC
Abernathy Financial Planning, LLC
Contryman Wealth Advisors
|Bancwest Investment Services||Fort Collins, CO||Oct 2014 - Current||3|
|Bank Of The West||Fort Collins, CO||Oct 2014 - Current||3|
|Wells Fargo Advisors LLC||Seattle, WA||Jan 2011 - Oct 2014||3|
|Wells Fargo Bank N.a.||Seattle, WA||Aug 2010 - Oct 2014||4|
|Wells Fargo Investments, LLC||Seattle, WA||Aug 2010 - Jan 2011||< 1|
|Bbva Compass||Highlands Ranch, CO||Mar 2010 - Aug 2010||< 1|
|Bbva Compass Investment Solutions Inc.||Highlands Ranch, CO||Mar 2010 - Aug 2010||< 1|
|Tony Romas||Las Vegas, NV||Feb 2010 - Mar 2010||< 1|
|Empyrean Business Group||Las Vegas, NV||Apr 2008 - Jan 2010||1|
|Wells Fargo Investments, LLC||Albuquerque, NM||Jun 2007 - Apr 2008||< 1|
|Wells Fargo Bank, N.a.||Albuquerque, NM||Jul 2006 - Apr 2008||1|
|Us Army Reserves||Seattle, WA||May 2000 - Aug 2006||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management896MILLIONS
Total Number of Accounts5,218ACCOUNTS
Average Account Value$171,807
- A percentage of assets under your management
- 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)
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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