David YoshiokaCRD Number: 4537826
Current Firm: Charlesworth & Rugg Inc.
David Yoshioka (CRD# 4537826) is an Investment Advisor Representative working at Charlesworth & Rugg Inc. in Woodland Hills, CA and has over 15 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|P.h. Group||Scottsdale, AZ||Jul 2005 - Current||11|
|Charlesworth & Rugg, Inc.||Woodland Hills, CA||May 2002 - Current||14|
|Self-employed||Calabasas, CA||Feb 1991 - Current||25|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2001|
Total Assets Under Management96MILLIONS
Total Number of Accounts123ACCOUNTS
Average Account Value$784,164
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients