Todd Rinn, financial advisor Salt Lake City UT

Todd Rinn

CRD Number: 2999869
Current Firm: Bancwest Investment Services, Inc. (bwis)

Todd Rinn (CRD# 2999869) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Salt Lake City, UT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services, Inc. Salt Lake City, UT May 2019 - Current 3
Bank Of The West Salt Lake City, UT Oct 2018 - Current 3
Rinn Medical Billing West Jordan, UT Jan 1992 - Jun 2019 27
Ubs Financial Services Inc. Weehawken, NJ Sep 2006 - Oct 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Todd W. Rinn
Phone Number: 800-338-3919
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    2,505
    MILLIONS
  • Total Number of Accounts
    10,051
    ACCOUNTS
  • Average Account Value
    $249,266
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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