Lisa Sakai, financial advisor Irvine CA
93 score

Lisa Sakai

CRD 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 6 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor Irvine CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Jeffrey Tilson, financial advisor Irvine CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Similar Advisors
Ashley Bleckner, financial advisor Irvine CA
Ashley N. Bleckner
CRD# 6556257
Rs Crum Inc.
Company Name Location Dates Years
Mml Investors Services LLC Irvine, CA Nov 2014 - Current 3
Massmutual Life Insurance Company Irvine, CA Oct 2014 - Current 3
Signature Resources Capital Managment, LLC Irvine, CA Sep 2012 - Current 5
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Lisa M. Sakai
Phone Number: 949-261-7726
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.