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Curtis Kawasaki, financial advisor Portland OR

Curtis Kawasaki

CRD Number: 6417850
Current Firm: Kawasaki Financial, LLC

Curtis Kawasaki (CRD# 6417850) is an Investment Advisor Representative working at Kawasaki Financial, LLC in Portland, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jugs Sports, Inc. Tualatin, OR Feb 1995 - Current 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Curtis K. Kawasaki
,
Phone Number: 503-329-0024
Firm Website: http://kawasaki.us
Registered State(s):
  • OR
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Current Firm Details
Kawasaki Financial, LLC
Firm's CRD Number: 173848
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $2,500,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

OR

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