Gage Matsumoto (CRD# 7867656) is an Investment Advisor Representative working at Mosaic Pacific Investment Advisors in Honolulu, HI and has 1 year 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 |
|---|---|---|---|
| Mosaic Pacific Investment Advisors, LLC | Honolulu, HI | Sep 2023 - Current | < 1 |
| Unemployed | Kaneohe, HI | Jun 2023 - Sep 2023 | < 1 |
| Student - University Of Hawaii At Manoa | Manoa, HI | Nov 2021 - Jun 2023 | 1 |
| Taco Bell | Hilo, HI | Sep 2021 - Nov 2021 | < 1 |
| Unemployed | Kanehoe, HI | Dec 2020 - Sep 2021 | < 1 |
| University Of Hawaii At Hilo | Hilo, HI | Sep 2020 - Dec 2020 | < 1 |
| Hanaler Gourmet | Hanalei, HI | Aug 2017 - Jul 2020 | 2 |
| Student | Lihue, HI | Sep 2006 - May 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- HI
-
Total Assets Under Management380MILLIONS
-
Total Number of Accounts1,532ACCOUNTS
-
Average Account Value$247,726
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, HI, OR, TX, WA
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