Brian Tisdale, financial advisor Santa Barbara CA
93 score

Brian Tisdale

CRD Number: 5593020
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Brian Tisdale (CRD# 5593020) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Santa Barbara, 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. Santa Barbara, CA Apr 2016 - Current 2
Bank Of The West Santa Barbara, CA Apr 2016 - Current 2
Tdameritrade Santa Barbara, CA Oct 2010 - Jan 2016 5
Unemployed Santa Barbara, CA Jan 2010 - Oct 2010 < 1
Edward Jones St. Louis, MO Sep 2008 - Jan 2010 1
Wilmington Finance Livermoore, CA Sep 2007 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Brian M. Tisdale
Phone Number: 800-338-3919
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,388
    MILLIONS
  • Total Number of Accounts
    7,387
    ACCOUNTS
  • Average Account Value
    $187,849
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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