Rodney SimpsonCRD Number: 1885362
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Rodney Simpson (CRD# 1885362) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Mission, KS and has over 16 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Bancwest Investment Services, Inc.||Mission, MO||Apr 2016 - Current||1|
|Bank Of The West||Mission, MO||Apr 2016 - Current||1|
|Edward Jones||St Louis, MO||Apr 2013 - Apr 2016||3|
|Us Army||Orlando, FL||Aug 2011 - Apr 2013||1|
|Home Depot||Leavenworth, KS||Feb 2013 - Mar 2013||< 1|
|Us Army||Kansas City, MO||Apr 2005 - Aug 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2001|
|S65||NASAA Investment Advisors Law Examination||May 2004|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
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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