Leonard Penner, financial advisor Tehachapi CA
93 score

Leonard Penner

CRD Number: 5503328
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Leonard Penner (CRD# 5503328) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Tehachapi, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Bakersfield, CA Mar 2016 - Current < 1
Bancwest Investment Services Bakersfield, CA Mar 2016 - Current < 1
Citigroup Bakersfield, CA Oct 2014 - Mar 2016 1
Ubs Financial Services Inc. Bakersfield, CA Mar 2008 - Oct 2014 6
Retired Bakersfield, CA Jul 2007 - Mar 2008 < 1
Ibm Corporation Bakersfield, CA Jun 2000 - Jul 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Leonard B. Penner
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
93
Clean Record
This advisor has a clean track record with regulators.

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