Spencer Thomas, financial advisor Fort Collins CO
93 score

Spencer Thomas

CRD 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 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Fort Collins, CO Oct 2014 - Current 2
Bank Of The West Fort Collins, CO Oct 2014 - Current 2
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
Contact Info for Spencer E. Thomas
Phone Number: 800-338-3919
Registered State(s):
  • CO
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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