Michael Nakano (CRD# 1322510) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Rafael, CA and has over 29 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Financial Group | San Rafael, CA | Oct 2018 - Current | 5 |
O'donnell Financial Group, Inc. | San Rafael, CA | Oct 2018 - Current | 5 |
Vitucci & Associates, Inc. | Walnut Creek, CA | Jun 2017 - Current | 6 |
Vitucci & Associates Inc. | Walnut Creek, CA | Jun 2017 - Current | 6 |
Vitucci & Associates Inc. | Walnut Creek, CA | Jun 2017 - Current | 6 |
Michael Dean Nakano | Walnut Creek, CA | Jun 2017 - Current | 6 |
United Planners' Financial Services Of America | Scottsdale, AZ | Jun 2017 - Oct 2018 | 1 |
National Planning Corporation | Walnut Creek, CA | Dec 2012 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1994 |
- CA
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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, WY
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