Apriem Advisors
Apriem Advisors (CRD# 108188) is a financial advisory firm headquartered in Irvine, CA. They manage $513,775,325 in 1,662 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management514MILLION
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Total Number of Accounts1,662ACCOUNTS
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Average Account Value$309,131
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, ID, NH, NV, NY, TX, WA
William Pugh (CRD# 4855771) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 13 years of experience in the finance industry. William Pugh 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.
Rhonda Ducote (CRD# 2596569) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 21 years of experience in the finance industry.
Mark Iwamoto (CRD# 1503317) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 29 years of experience in the finance industry.
Megan Pierpont (CRD# 2833017) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 21 years of experience in the finance industry.
Landon Yoshida (CRD# 4437118) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 13 years of experience in the finance industry.
Jennifer Olson (CRD# 5356979) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry. Jennifer Olson 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.
Christopher Whitaker (CRD# 6620402) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry. Christopher Whitaker 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.
Harmon Kong (CRD# 1912783) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 28 years of experience in the finance industry. Harmon Kong 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.
Benjamin Lau (CRD# 3171887) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 18 years of experience in the finance industry.