Gary FurukawaCRD Number: 1094815
Current Firm: Freestone Capital Management, LLC
Gary Furukawa (CRD# 1094815) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Montecito Investment Strategies
Haven Capital Group
Independent Financial Partners
|Freestone Capital Management LLC||Seattle, WA||Apr 2008 - Current||9|
|Freestone Securities, LLC||Seattle, WA||Sep 2002 - Jan 2015||12|
|Freestone Capital Management, Inc.||Seattle, WA||Mar 1999 - Mar 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2003|
|S65||NASAA Investment Advisors Law Examination||Aug 1993|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management3,274MILLIONS
Total Number of Accounts1,615ACCOUNTS
Average Account Value$2,027,296
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, ID, IL, KS, MA, MD, MI, MN, MT, NC, NV, NY, OR, TX, WA
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