Lisa SakaiCRD Number: 6016246
Current Firm: Signature Resources Capital Management, LLC
Lisa Sakai (CRD# 6016246) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 4 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Mml Investors Services LLC||Irvine, CA||Nov 2014 - Current||1|
|Massmutual Life Insurance Company||Irvine, CA||Oct 2014 - Current||2|
|Signature Resources Capital Managment, LLC||Irvine, CA||Sep 2012 - Current||4|
|Signator Investors Inc / Jhfn||Irvine, CA||Nov 2011 - Oct 2014||2|
|Tutor Doctor||Irvine, CA||Apr 2011 - Dec 2011||< 1|
|Capistrano Unified School District||San Juan Capistrano, CA||Nov 2010 - Dec 2011||1|
|Sylvan Learning Center||Mission Viejo, CA||Jun 2010 - Apr 2011||< 1|
|Unemployed||Arcadia, CA||Feb 2010 - Jun 2010||< 1|
|Pacific Oaks College||Pasadena, CA||Jan 2008 - Feb 2010||2|
|Unemployed||Arcadia, CA||Aug 2007 - Jan 2008||< 1|
|City Of Glendora||Glendora, CA||Aug 2006 - Aug 2007||1|
|Unemployed||Arcadia, CA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management252MILLIONS
Total Number of Accounts1,263ACCOUNTS
Average Account Value$199,434
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, NM, TX
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