Clifton Yasutomi (CRD# 5081023) is an Investment Advisor Representative working at Mission Financial Group, LLC in Honolulu, HI and has over 17 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Financial Group, LLC | Honolulu, HI | Mar 2023 - Current | 1 |
Mission Financial Group LLC | Honolulu, HI | Jan 2021 - Current | 3 |
Mission Financial Group | Honolulu, HI | Jan 2021 - Current | 3 |
Cetera Advisors | St Cloud, MN | Sep 2022 - Mar 2023 | < 1 |
First Allied Securities, Inc. | San Diego, CA | Dec 2010 - Sep 2022 | 11 |
First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Jan 2021 | < 1 |
First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Nov 2020 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2006 |
- HI
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts672ACCOUNTS
-
Average Account Value$265,333
- 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
- Pension consulting services
CA, HI, TX, WA
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