Landon Yoshida, financial advisor Irvine CA
93 score

Landon Yoshida

CRD 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 11 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Landon M. Yoshida
Phone Number: (949) 253-8888
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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