Robert Bender, financial advisor Spring Valley CA
89 score

Robert Bender

CRD Number: 6248398
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Robert Bender (CRD# 6248398) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Spring Valley, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Denver, CO Nov 2014 - Current 2
Bank Of The West Denver, CO Nov 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Denver, CO Mar 2014 - Nov 2014 < 1
Waddell & Reed, Inc. Denver, CO Sep 2013 - Nov 2014 1
Fairfield Properties Denver, CO May 2012 - Apr 2014 1
Student/ Cal State Uni. San Marcos, CA Sep 2010 - May 2012 1
Fairfield Properties La Mesa, CA Sep 2008 - Sep 2010 2
Elephant Bar Rancho Bernerdo, CA May 2007 - Sep 2008 1
Palomer College San Marcos, CA Jan 2005 - May 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination May 2014
Contact Info for Robert A. Bender
Phone Number: 800-338-3919
Registered State(s):
  • CA
  • CO
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
89
Clean Record
This advisor has a clean track record with regulators.

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