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
98
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 |
| Axa Advisors, LLC | Honolulu, HI | Jul 2006 - Jul 2007 | 1 |
| 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 Management1,812MILLIONS
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Total Number of Accounts14,085ACCOUNTS
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Average Account Value$128,623
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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