Brian Tisdale, financial advisor Oxnard CA
81 score

Brian Tisdale

CRD Number: 5593020
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Brian Tisdale (CRD# 5593020) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Oxnard, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services, Inc. Santa Barbara, CA Apr 2016 - Current < 1
Bank Of The West Santa Barbara, CA Apr 2016 - Current < 1
Tdameritrade Santa Barbara, CA Oct 2010 - Jan 2016 5
Unemployed Santa Barbara, CA Jan 2010 - Oct 2010 < 1
Edward Jones St. Louis, MO Sep 2008 - Jan 2010 1
Wilmington Finance Livermoore, CA Sep 2007 - Aug 2008 < 1
Resmae Morgtgage Brea, CA May 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Brian M. Tisdale
Phone Number: 800-338-3919
Registered State(s):
  • CA
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
81

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