Elizabeth Hamilton, financial advisor Tempe AZ

Elizabeth Hamilton

CRD Number: 1663338
Current Firm: Bancwest Investment Services, Inc. (bwis)

Elizabeth Hamilton (CRD# 1663338) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) in Tempe, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Tempe, AZ Aug 2021 - Current < 1
Costco Wholesale Lone Tree, CO Nov 2016 - Aug 2021 4
The Sports Authority Englewood, CO Aug 2013 - Oct 2016 3
Target Corporation Englewood, CO May 2012 - Jul 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2021
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Elizabeth A. Hamilton
Phone Number: 800-338-3919
Registered State(s):
  • AZ
  • CA
  • WY
By the Numbers
  • Total Assets Under Management
    2,505
    MILLIONS
  • Total Number of Accounts
    10,051
    ACCOUNTS
  • Average Account Value
    $249,266
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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