Landon YoshidaCRD Number: 4437118
Current Firm: Apriem Advisors
Landon Yoshida (CRD# 4437118) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 12 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Apriem Advisors||Irvine, CA||Jun 2011 - Current||5|
|Bank Of America, Na||Laguna Hills, CA||Sep 2009 - Jun 2011||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Laguna Hills, CA||Dec 2004 - Jun 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2004|
Total Assets Under Management431MILLIONS
Total Number of Accounts1,473ACCOUNTS
Average Account Value$292,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, ID, NH, NV, NY, TX, WA
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