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William Paul West

U.s. Bancorp Investments, Inc.

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About William Paul West

William Paul West is an investment advisor representative who has been active in the financial services industry since December 2005. William is currently registered with U.S. Bancorp Investments, Inc. in Boise, Idaho. William has previously been registered with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Wells Fargo Advisors, LLC and Chase Investment Services Corp. William has passed several securities exams, including the Series 6, Series 7, Series 63 and Series 66 exams.

Firm Information

William West is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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William West’s Registration & Firm History

ID

11/25/2019 - Present

U.s. Bancorp Investments, Inc. (Boise ID)

ID

01/03/2011 - 10/29/2019

WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)

AZ

08/09/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (APACHE JUNCTION AZ)

AZ

03/31/2008 - 08/10/2010

WELLS FARGO ADVISORS, LLC (MESA AZ)

AZ

10/28/2005 - 03/10/2008

CHASE INVESTMENT SERVICES CORP. (MESA AZ)

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Licenses & Designations

BOTH

Issued 12/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2012

Series 7 - General Securities Representative Examination

BC

Issued 10/27/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Paul West.
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