Ronald SakaiCRD Number: 1265453
Current Firm: Wells Fargo Advisors, LLC
Ronald Sakai (CRD# 1265453) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 33 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|H.d. Vest Investment Services||St. Louis, MO||Jul 2010 - Current||7|
|Wells Fargo Advisors LLC||St. Louis, MO||May 2009 - Current||8|
|Wells Fargo Advisors Financial Network LLC||St. Louis, MO||May 2009 - Current||8|
|First Clearing LLC||St. Louis, MO||Mar 2007 - Current||10|
|Wachovia Securities Financial Network LLC||St. Louis, MO||Sep 2004 - May 2009||4|
|Wachovia Securities, LLC||Glen Allen, VA||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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