Nona AgboCRD Number: 2773278
Current Firm: Gerber Kawasaki Wealth & Investment Management
Nona Agbo (CRD# 2773278) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 25 years of experience in the finance industry.
Bridge Advisory LLC
Wedbush Securities Inc.
Virtue Capital Management, LLC
|Gerber Kawasaki Wealth & Investment Management||Santa Monica, CA||Aug 2021 - Current||< 1|
|Self Employed||Rancho Palos Verdes, CA||Aug 2020 - Aug 2021||1|
|J.p. Morgan Securities LLC||San Pedro, CA||Jun 2016 - Aug 2020||4|
|Bank Of America Merrill Lynch||San Pedro, CA||Feb 2012 - Jun 2016||4|
|Self Employed||Playa Del Rey, CA||Jul 2011 - Feb 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management1,807MILLIONS
Total Number of Accounts17,492ACCOUNTS
Average Account Value$103,280
- 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 investment companies (as well as "business development companies")
- 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, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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