Byron IshiwataCRD Number: 4610456
Current Firm: 1st Global Advisors Inc.
Byron Ishiwata (CRD# 4610456) is an Investment Advisor Representative working at 1st Global Advisors Inc. in San Jose, CA and has over 14 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|1st Global Insurance Services, Inc.||San Jose, CA||Mar 2006 - Current||11|
|1st Global Advisors||San Jose, CA||Sep 2003 - Current||14|
|1st Global Capital Corp||San Jose, CA||Dec 2002 - Current||14|
|Johanson & Yau||San Jose, CA||Dec 1983 - Current||33|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV