Byron Ishiwata (CRD# 4610456) is an Investment Advisor Representative working at Avantax Advisory Services in Campbell, CA and has over 21 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency LLC | San Jose, CA | Feb 2020 - Current | 4 |
| Avantax Advisory Services | San Jose, CA | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | San Jose, CA | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | San Jose, CA | Mar 2006 - Current | 18 |
| Johanson & Yau | San Jose, CA | Dec 1983 - Current | 40 |
| 1st Global Advisors | San Jose, CA | Sep 2003 - Oct 2019 | 16 |
| 1st Global Capital Corp | San Jose, CA | Dec 2002 - Oct 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- CA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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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