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||6|
|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 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