Travis Kikuchi, financial advisor Honolulu HI
93 score

Travis Kikuchi

CRD Number: 4432883
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Travis Kikuchi (CRD# 4432883) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Honolulu, HI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
First Hawaiian Bank Aiea, HI Apr 2010 - Current 6
Bancwest Investment Services Aiea, HI Apr 2010 - Current 6
Bank Of America, Na Honolulu, HI Dec 2009 - Apr 2010 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Honolulu, HI Feb 2007 - Apr 2010 3
First Pacific Securities, Inc. Honolulu, HI Jan 2006 - Feb 2007 1
Lee Financial Group Inc. Honolulu, HI Jan 2006 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Travis L. Kikuchi
Phone Number: 800-338-3919
Registered State(s):
  • HI
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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