
Kurtis Kimura (CRD# 1411152) is an Investment Advisor Representative working at Cuso Financial Services, LP in Honolulu, HI and has over 32 years of experience in the finance industry.
CRD# 4620767
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
103

CRD# 5020283
Wealthbridge, Inc.
Score
93

CRD# 1683617
Sjc Capital Advisors LLC
Score
98
Company Name | Location | Dates | Years |
---|---|---|---|
Hawaiiusa Federal Credit Union | Honolulu, HI | Sep 2011 - Current | 6 |
Cuso Financial Services, LP | San Diego, CA | Sep 2011 - Current | 6 |
World Group Securities | Waipahu, HI | Dec 2010 - Sep 2011 | < 1 |
Wfg | Waipahu, HI | Nov 2010 - Sep 2011 | < 1 |
Unemployed | Honolulu, HI | May 2010 - Nov 2010 | < 1 |
Valic Financial Advisors, Inc. | Honolulu, HI | Sep 2009 - May 2010 | < 1 |
Allstate Insurance Co | Honolulu, HI | Jul 2007 - Sep 2009 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1985 |
S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- HI
-
Total Assets Under Management1,808MILLIONS
-
Total Number of Accounts9,438ACCOUNTS
-
Average Account Value$191,594
- 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
- Selection of other advisers (including private fund managers)
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