David ChengCRD 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 Union City, CA and has over 10 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Bancwest Investment Services, Inc.||Union City, CA||Jan 2014 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management1,388MILLIONS
Total Number of Accounts7,387ACCOUNTS
Average Account Value$187,849
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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