Brant Yoshida, financial advisor Mililani HI
93 score

Brant Yoshida

CRD Number: 5481512
Current Firm: Planmember Securities Corporation

Brant Yoshida (CRD# 5481512) is an Investment Advisor Representative working at Planmember Securities Corporation in Mililani, HI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Jul 2011 - Current 5
Chuck's Steak & Seafood Restaurant Kapolei, HI Oct 2010 - Current 6
Chinen & Arinaga Financial Group Mililani, HI Nov 2009 - Current 7
Symetra Investment Svcs(formerly Safeco Investment Svcs) Bellevue, WA Nov 2009 - Jun 2011 1
Nobu Honolulu, HI Sep 2009 - Sep 2010 1
The Prudential Insurance Company Of America Honolulu, HI Jan 2008 - Nov 2009 1
Prudential Honolulu, HI Jan 2008 - Nov 2009 1
Sushi-ten Waikele Waipahu, HI Sep 2006 - Jan 2008 1
American Savings Bank Mililani, HI Sep 2006 - Jan 2008 1
Unemployed Unknown, HI Aug 2006 - Sep 2006 < 1
C-tech Development Kaneohe, HI Jun 2006 - Sep 2006 < 1
Andre's Bistro Bellevue, WA Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Brant C. Yoshida
Phone Number: 805-684-1199
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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