Sean MullinCRD Number: 3072104
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Sean Mullin (CRD# 3072104) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Sacramento, CA and has over 18 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Bank Of The West||Sacramento, CA||Jan 2016 - Current||1|
|Bancwest Investment Services, Inc.||Sacramento, CA||Jan 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Latham, NY||Oct 2009 - Jan 2016||6|
|Banc Of America Investment Services, Inc.||New York, NY||Oct 2004 - Oct 2009||5|
|Banc Of America Insurance Services, Inc.||Greenwich, CT||Oct 2004 - Oct 2009||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2016|
|S66||NASAA Uniform Combined State Law Examination||Oct 1998|
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
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