Clayton CoxCRD Number: 4563892
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Clayton Cox (CRD# 4563892) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Omaha, NE and has over 14 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Bank Of The West||Omaha, NE||Jul 2015 - Current||1|
|Bancwest Investment Services||Omaha, NE||Jul 2015 - Current||1|
|Td Ameritrade, Inc.||Omaha, NE||Aug 2011 - Jul 2015||3|
|Securities America Advisors, Inc.||Omaha, NE||Sep 2007 - Jul 2011||3|
|Securities America, Inc.||Omaha, NE||Jul 2005 - Jul 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 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