Ross Benson, financial advisor Pasadena CA

Ross Benson

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Ross W. Benson
Phone Number: 800-338-3919
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    2,177
    MILLIONS
  • Total Number of Accounts
    9,165
    ACCOUNTS
  • Average Account Value
    $237,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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