Catherine Nakamura, financial advisor Honolulu HI
89 score

Catherine Nakamura

CRD Number: 6212402
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Catherine Nakamura (CRD# 6212402) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Honolulu, HI and has over 3 years of experience in the finance industry.

Similar Advisors
Gabe Stepanic, financial advisor Honolulu HI
Gabe Stepanic
CRD# 4620767
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
103
Similar Advisors
David Chang, financial advisor Honolulu HI
David S. Chang
CRD# 5020283
Wealthbridge, Inc.
Score
98
Similar Advisors
Steven Clissold, financial advisor Honolulu HI
Steven J. Clissold
CRD# 1683617
Sjc Capital Advisors LLC
Score
98
Company Name Location Dates Years
Bancwest Investment Services Honolulu, HI Jul 2014 - Current 2
Unemployed Mililani, HI Jun 2014 - Jul 2014 < 1
Wealthbridge, Inc. Honolulu, HI Oct 2013 - Jun 2014 < 1
Headwater Investment Consulting Mcminnville, OR Sep 2012 - Oct 2013 1
Linfield College, Finance Department Mcminnville, OR Aug 2012 - May 2013 < 1
Linfield College, Office Of Student Affairs Mcminnville, OR Aug 2010 - May 2013 2
Linfield College Mcminnville, OR Aug 2009 - May 2013 3
First Hawaiian Bank, Loss Prevention And Recovery Honolulu, HI Jun 2012 - Aug 2012 < 1
Joint Base Pearl Harbor-hickam (tmo Outbound) Honolulu, HI Jun 2011 - Aug 2011 < 1
Hmshost - Starbucks Honolulu, HI Jun 2010 - Aug 2010 < 1
Unemployed Mililani, HI Jun 2009 - Aug 2009 < 1
Hawaii Baptist Academy Mililani, HI Jul 2004 - Jun 2009 4
Leahi Swim School Mililani, HI Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
S63 Uniform Securities State Law Examination Aug 2014
Contact Info for Catherine G. Nakamura
Phone Number: 800-338-3919
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Catherine Nakamura and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.