David Cheng, financial advisor San Ramon CA
93 score

David Cheng

CRD Number: 5315943
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

David Cheng (CRD# 5315943) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in San Ramon, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services, Inc. Union City, CA Jan 2014 - Current 2
Wells Fargo Advisors LLC Fremont/san Mateo, CA Jan 2011 - Jan 2014 3
Wells Fargo Investments, LLC Fremont, CA Jun 2008 - Jan 2011 2
Wm Financial Services Fremont, CA Mar 2007 - Jun 2008 1
Wells Fargo Bank San Francisco, CA Aug 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for David C. Cheng
Phone Number: 800-338-3919
Registered State(s):
  • AK
  • 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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