Scott CheoCRD 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.
Dorman Skorheim Wealth Management LLC
Asset Planning, Inc.
The Tarbox Group, Inc.
|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|
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
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