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Craig Stephen Avellar

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska
Unclaimed Profile
13505 CALIFORNIA STREET, OMAHA, NE 68154CRD# 1773966Firm CRD# 29357
01

About

Craig Stephen Avellar is a registered financial advisor based in OMAHA, Nebraska, affiliated with BANCWEST INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BANCWEST INVESTMENT SERVICES, INC.
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
AUM
$2.0B
Regulatory assets under management
Employees
369
Total firm employees
View all advisors at BANCWEST INVESTMENT SERVICES, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1773966
Firm CRD# 29357
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Stephen Avellar offer?
Craig Stephen Avellar specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Craig Stephen Avellar's credentials?
Craig Stephen Avellar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Stephen Avellar located?
Craig Stephen Avellar is based in OMAHA, Nebraska, working with BANCWEST INVESTMENT SERVICES, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Craig Stephen Avellar charge for services?
Craig Stephen Avellar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANCWEST INVESTMENT SERVICES, INC.?
BANCWEST INVESTMENT SERVICES, INC. has approximately 369 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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