Gregory GaffneyCRD Number: 1363456
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Gregory Gaffney (CRD# 1363456) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Santa Cruz, CA and has over 20 years of experience in the finance industry.
Opes Advisors, Inc.
Moneywise Financial Advisors
Nexus Wealth Advisors, LLC
|Bancwest Investment Services||San Francisco, CA||Oct 2013 - Current||3|
|Bank Of The West||San Francisco, CA||Oct 2013 - Current||3|
|Bank Of America, N.a.||San Jose, CA||Sep 2011 - Sep 2013||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Jose, CA||Aug 2011 - Sep 2013||2|
|Southwest Securities||San Francisco, CA||Sep 2010 - Aug 2011||< 1|
|Chase Investment Services Corp||Menlo Park, CA||Sep 2009 - Oct 2010||1|
|Jp Morgan Chase||Menlo Park, CA||Sep 2009 - Sep 2010||1|
|Edward Jones||Menlo Park, CA||Apr 2009 - Sep 2009||< 1|
|Banc Of America Investment Services, Inc.||Palo Alto, CA||Jun 2006 - Apr 2009||2|
|Banc Of America Insurance Services, Inc.||Palo Alto, CA||Jun 2006 - Apr 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
|S65||NASAA Investment Advisors Law Examination||Jul 1996|
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
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