Akemi DalviCRD Number: 5617765
Current Firm: Kondo Wealth Advisors, Inc.
Akemi Dalvi (CRD# 5617765) is an Investment Advisor Representative working at Kondo Wealth Advisors, Inc. in Pasadena, CA and has over 7 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Purshe Kaplan Sterling Investments||Albany, NY||Jun 2011 - Current||6|
|Kondo Wealth Advisors||Pasadena, CA||Mar 2008 - Current||9|
|Transamerica Financial Advisors, Inc.||Pasadena, CA||Jan 2010 - Jun 2011||1|
|Pricewaterhousecoopers LLP||Los Angeles, CA||Aug 2005 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management133MILLIONS
Total Number of Accounts968ACCOUNTS
Average Account Value$137,308
- 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