Alan KobayashiCRD Number: 7069843
Current Firm: Centaurus Financial, Inc.
Alan Kobayashi (CRD# 7069843) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Honolulu, HI and has over 21 years of experience in the finance industry.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|Kdl Cpas LLC||Honolulu, HI||Aug 2020 - Current||2|
|Centaurus Finanical Inc.||Anaheim, CA||Jun 2019 - Current||3|
|Kkdly, LLC||Honolulu, HI||Jan 1990 - Aug 2020||30|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2001|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management4,564MILLIONS
Total Number of Accounts32,255ACCOUNTS
Average Account Value$141,501
- 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)
- Publication of periodicals or newsletters
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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