Bryan NakamotoCRD Number: 4557004
Current Firm: J. W. Cole Advisors, Inc.
Bryan Nakamoto (CRD# 4557004) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 14 years of experience in the finance industry. Bryan Nakamoto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J. W. Cole Advisors, Inc.||Tampa, FL||May 2013 - Current||3|
|J.w. Cole Financial, Inc.||Honolulu, HI||May 2013 - Current||3|
|Financial Advisers Of America, LLC||Honolulu, HI||Dec 2008 - Current||8|
|Spectrum Wealth Management, LLC||Honolulu, HI||Oct 2006 - Current||10|
|Occidental Underwriters||Honolulu, HI||Nov 2001 - Current||15|
|Royal Alliance Associates||Honolulu, HI||Aug 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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 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, VT, WA, WI, WV