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 10 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Rs Crum Inc.
Rs Crum 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 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)