Steven Kawamoto, financial advisor Torrance CA

Steven Kawamoto

CRD Number: 6908363
Current Firm: Cetera Advisor Networks LLC

Steven Kawamoto (CRD# 6908363) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Torrance, CA and has over 3 years of experience in the finance industry.

Similar Advisors
 , financial advisor Torrance CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Brandon Averill, financial advisor Torrance CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Torrance CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Company Name Location Dates Years
Cetera Advisor Networks El Segundo, CA Jan 2019 - Current 3
Derrick T. Kawamoto Torrance, CA Jan 2018 - Aug 2022 4
Derrick T. Kawamoto Torrance, CA Jan 2018 - Aug 2022 4
New Gardena Hotel Gardena, CA Feb 2018 - May 2018 < 1
Unemployed Torrance, CA May 2017 - Jan 2018 < 1
Arizona State University Mesa, AZ May 2014 - May 2017 3
Arizona State University Mesa, AZ Aug 2012 - May 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Steven M. Kawamoto
Phone Number: 310-326-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    50,296
    MILLIONS
  • Total Number of Accounts
    174,993
    ACCOUNTS
  • Average Account Value
    $287,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.