James Nagahiro, financial advisor Los Alamitos CA
90 score

James Nagahiro

CRD Number: 6052231
Current Firm: U.s. Bancorp Investments, Inc.

James Nagahiro (CRD# 6052231) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Los Alamitos, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Los Alamitos, CA Apr 2012 - Current 4
U.s. Bank Long Beach, CA Jul 2008 - Mar 2012 3
Unemployed Torrance, CA Nov 2007 - Jun 2008 < 1
Cit Group Pasadena, CA Oct 2006 - Oct 2007 1
Annex Mortgage Temple City, CA Dec 2004 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for James R. Nagahiro
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
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

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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