James MichishimaCRD Number: 2999203
Current Firm: Planmember Securities Corporation
James Michishima (CRD# 2999203) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 19 years of experience in the finance industry. James Michishima has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Greyfox Investors LLC
Montecito Investment Strategies
Haven Capital Group
|Planmember Securities Corporation||Carpinteria, CA||Jul 2011 - Current||5|
|Payroll, Llc-||Aiea, HI||Aug 2009 - Current||7|
|Chinen & Arinaga Financial Group, Inc.||Mililani, HI||Oct 2002 - Current||14|
|Symetra Investment Svcs (formerly Safeco Investment Svcs)||Bellevue, WA||Oct 2002 - Current||14|
|Pacific Document Imaging Inc.||Aiea, HI||Jun 2002 - Current||14|
|Ljtm, Ll||Aiea, HI||Jan 1998 - Current||19|
|University Of Hawaii System||Honolulu, HI||Aug 1991 - Current||25|
|James K Michishima Cpa||Aiea, HI||Jan 1980 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
Total Assets Under Management2,638MILLIONS
Total Number of Accounts49,000ACCOUNTS
Average Account Value$53,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
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