Barbara Fukushima, financial advisor Honolulu HI

Barbara Fukushima

CRD Number: 1462911
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Barbara Fukushima (CRD# 1462911) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Honolulu, HI and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,n.a. Honolulu, HI Jun 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu, HI Feb 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Oct 1996
Contact Info for Barbara N. Fukushima
Phone Number: 800-637-7455
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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