William SmedleyCRD Number: 5906817
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
William Smedley (CRD# 5906817) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
|Bancwest Investment Services||Salt Lake City, UT||Mar 2011 - Current||7|
|Bank Of The West||Salt Lake City, UT||Jul 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management1,388MILLIONS
Total Number of Accounts7,387ACCOUNTS
Average Account Value$187,849
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)