Curt Yoshimura, financial advisor Honolulu HI
93 score

Curt Yoshimura

CRD Number: 4546607
Current Firm: Foothill Securities, Inc.

Curt Yoshimura (CRD# 4546607) is an Investment Advisor Representative working at Foothill Securities, Inc. in Honolulu, HI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Fsi Partners LLC Honolulu, HI Aug 2014 - Current 2
Solution Center Financial LLC Honolulu, HI Jan 2011 - Current 5
Foothill Securities, Inc. Honolulu, HI Sep 2009 - Current 7
Financial Builders Of Hawaii LLC Mililani, HI Jan 2009 - Current 7
Linsco/private Ledger Honolulu, HI Aug 2007 - Sep 2009 2
Axa Advisors, LLC Honolulu, HI Jun 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Curt N. Yoshimura
Phone Number: 650-625-9701
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    1,158
    MILLIONS
  • Total Number of Accounts
    6,953
    ACCOUNTS
  • Average Account Value
    $166,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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