Neil Okeeffe, financial advisor Palo Alto CA
93 score

Neil Okeeffe

CRD Number: 1847528
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Neil Okeeffe (CRD# 1847528) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Palo Alto, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Palo Alto, CA Sep 2016 - Current 1
Bancwest Investment Services Palo Alto, CA Sep 2016 - Current 1
U.s. Bancorp Investments, Inc. San Francisco, CA Feb 2013 - Aug 2016 3
U.s. Bank San Francisco, CA Aug 2012 - Aug 2016 4
Vacation/travel Danville, CA Mar 2012 - Jul 2012 < 1
Sanford C. Bernstein San Francisco, CA May 2004 - Feb 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Neil J. Okeeffe
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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