Apriem Advisors
Apriem Advisors (CRD# 108188) is a financial advisory firm headquartered in Irvine, CA. They manage $1,007,886,557 in 2,340 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,008MILLION
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Total Number of Accounts2,340ACCOUNTS
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Average Account Value$430,721
- 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
- Pension consulting services
AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA
Rhonda Ducote (CRD# 2596569) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 25 years of experience in the finance industry.
Joshua Garland (CRD# 7055218) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 2 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 33 years of experience in the finance industry.
Harmon Kong (CRD# 1912783) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 32 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 23 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.
Landon Yoshida (CRD# 4437118) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 17 years of experience in the finance industry.
Sunni Allen (CRD# 6621073) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 6 years of experience in the finance industry.
Andrew Ochoa (CRD# 7485216) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry.