Sherryl Koga (CRD# 7369354) is an Investment Advisor Representative working at P/e Capital Investments in Torrance, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
P/e Capital Investment Management Partners | Chicago, IL | May 2021 - Current | 2 |
Self Employed/independent Contractor | Hawthorne, CA | Mar 2019 - May 2021 | 2 |
Oath Holdings | Los Angeles, CA | Jul 2015 - Feb 2019 | 3 |
Self Employed/independent Contractor | Hawthorne, CA | Jan 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- CA
- IL
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts140ACCOUNTS
-
Average Account Value$289,286
- A percentage of assets under your management
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
CA, IL, IN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.