John Koyama, financial advisor Gardena CA

John Koyama

CRD Number: 5622334
Current Firm: Lpl Financial LLC

John Koyama (CRD# 5622334) is an Investment Advisor Representative working at Lpl Financial LLC in Gardena, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Pasadena, CA Sep 2021 - Current 2
Cetera Investment Services LLC St Cloud, MN Jun 2019 - Sep 2021 2
Cetera Investment Advisers LLC Monrovia, CA Jun 2019 - Sep 2021 2
Beats By Saber Los Angeles, CA Jun 2018 - Dec 2019 1
Foresters Financial Service - E85 Los Angeles - Cp Monrovia, CA Aug 2012 - Jun 2019 6
Foresters Financial Service - E85 Los Angeles - Cp Monrovia, CA Nov 2008 - Jun 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for John K. Koyama
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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, VI, VT, WA, WI, WV, WY

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