Stephen Kugisaki (CRD# 6161798) is an Investment Advisor Representative working at Edward Jones in Honolulu, HI and has over 5 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 |
|---|---|---|---|
| Edward Jones | St Louis, MO | Feb 2013 - Current | 5 |
| Local Lighthouse Corp | Tustin, CA | Mar 2012 - Jan 2013 | < 1 |
| Imperial Business Group | Santa Ana, CA | Apr 2011 - Mar 2012 | < 1 |
| Enrich Wealth Group | Santa Ana, CA | Feb 2010 - Mar 2011 | 1 |
| Impact Group International | Anaheim, CA | Jan 2010 - Feb 2010 | < 1 |
| Kona Brewing Company | Honolulu, HI | Jun 2009 - Nov 2009 | < 1 |
| The Cheesecake Factory | Honolulu, HI | Jun 2008 - Jun 2009 | 1 |
| Willamette University | Salem, OR | Aug 2004 - May 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- HI
-
Total Assets Under Management262,473MILLIONS
-
Total Number of Accounts2,049,107ACCOUNTS
-
Average Account Value$128,091
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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