Scott Cheo, financial advisor San Clemente CA
81 score

Scott Cheo

CRD Number: 5404945
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Scott Cheo (CRD# 5404945) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in San Clemente, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Newport Beach, CA Feb 2016 - Current < 1
Bancwest Investment Services Newport Beach, CA Feb 2016 - Current < 1
Wells Fargo Advisors LLC San Clemente, CA Jan 2011 - Jan 2016 5
Wells Fargo Bank, Na San Clemente, CA Dec 2006 - Jan 2016 9
Wells Fargo Investments San Clemente, CA Aug 2007 - Jan 2011 3
Wells Fargo Lake Forest, CA Jul 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Scott V. Cheo
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
81

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