Ryan Kosakura (CRD# 6427822) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5598677
Mai Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zrc Wealth Management | Walnut Creek, CA | Dec 2014 - Current | 9 |
| Retired | Walnut Creek, CA | Jun 2014 - Dec 2014 | < 1 |
| Hudson Insurance Group | San Francisco, CA | Nov 2008 - Jun 2014 | 5 |
- CA
-
Total Assets Under Management485MILLIONS
-
Total Number of Accounts825ACCOUNTS
-
Average Account Value$587,999
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, OR, TX
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