Ross BensonCRD Number: 6416497
Current Firm: Bancwest Investment Services, Inc. (bwis)
Ross Benson (CRD# 6416497) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Pasadena, CA and has over 6 years of experience in the finance industry. Ross Benson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|Bancwest Investment Services||Pasadena, CA||Jun 2018 - Current||2|
|Bank Of The West||Pasadena, CA||Jun 2018 - Current||2|
|Wells Fargo Clearing Services||Boise, ID||Jun 2017 - Jun 2018||1|
|Wells Fargo Bank||Boise, ID||Jun 2017 - Jun 2018||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Los Angeles, CA||Sep 2014 - Jun 2017||2|
|Bank Of Ny Mellon||Los Angeles, CA||Aug 2011 - Sep 2014||3|
|City National Bank||Los Angeles, CA||Jul 2008 - Aug 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management2,177MILLIONS
Total Number of Accounts9,165ACCOUNTS
Average Account Value$237,500
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, WY
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