Diana Ho, financial advisor Rowland Heights CA
88 score

Diana Ho

CRD Number: 5611271
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Diana Ho (CRD# 5611271) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Rowland Heights, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services, Inc. Rowland Heights, CA Apr 2016 - Current < 1
Bank Of The West Rowland Heights, CA Apr 2016 - Current < 1
J.p. Morgan Securities LLC San Marino, CA Oct 2012 - Apr 2016 3
Chase Investment Services Corp Alhambra, CA Oct 2010 - Oct 2012 2
Chase Investments Services Corp. Monterey Park, CA Oct 2008 - Oct 2010 2
California State University Los Angeles Los Angeles, CA Sep 2005 - Mar 2009 3
Wamu Investments, Inc. Monterey Park, CA Apr 2006 - Oct 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Diana Ho
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
88
Clean Record
This advisor has a clean track record with regulators.

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