Michael Westby, financial advisor Tempe AZ
93 score

Michael Westby

CRD Number: 5443565
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Michael Westby (CRD# 5443565) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Tempe, AZ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services, Inc. Tempe, AZ Jan 2018 - Current < 1
Bank Of The West Tempe, AZ Jan 2018 - Current < 1
Bank Of America, N.a. Chandler, AZ Jan 2013 - Jan 2018 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Nov 2012 - Jan 2018 5
Pfs Investments Inc. Phoenix, AZ Jul 2012 - Nov 2012 < 1
Primerica Financial Services Phoenix, AZ May 2012 - Nov 2012 < 1
The Vanguard Group Scottsdale, AZ Nov 2007 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Michael D. Westby
Phone Number: 800-338-3919
Registered State(s):
  • AZ
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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