Fowzia Temori, financial advisor Laguna Beach CA
93 score

Fowzia Temori

CRD Number: 4465678
Current Firm: Unionbanc Investment Services, LLC

Fowzia Temori (CRD# 4465678) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Laguna Beach, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Laguna Beach, CA May 2012 - Current 4
Union Bank Laguna Beach, CA Feb 2012 - Current 4
Wells Fargo Investments, LLC Laguna Hills, CA Feb 2002 - Jan 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Fowzia Temori
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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