Andrew Nakagawa, financial advisor Woodland Hills CA
93 score

Andrew Nakagawa

CRD Number: 5499078
Current Firm: Lpl Financial LLC

Andrew Nakagawa (CRD# 5499078) is an Investment Advisor Representative working at Lpl Financial LLC in Woodland Hills, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Woodland Hills, CA Jun 2017 - Current < 1
Califorina Bank & Trust (affiliated W/ Zions Bank) Woodland Hills, CA Mar 2017 - Current 1
Wells Fargo Clearing Services, LLC West Hills, CA Nov 2016 - Mar 2017 < 1
Wells Fargo Bank Na West Hills, CA Aug 2014 - Mar 2017 2
Wells Fargo Advisors LLC West Hills, CA Aug 2014 - Nov 2016 2
Unionbanc Investment Services Port Hueneme, CA Mar 2013 - Jul 2014 1
Union Bank Port Hueneme, CA Dec 2012 - Jul 2014 1
Primevest Financial Services St. Cloud, MN Jul 2012 - Dec 2012 < 1
Pacific Capital Bank Port Hueneme, CA Feb 2011 - Dec 2012 1
Chase Investment Services Corp. Camarillo, CA Mar 2010 - Feb 2011 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tarzana, CA Oct 2009 - Mar 2010 < 1
Banc Of America Investment Services, Inc. Tarzana, CA Mar 2008 - Mar 2010 2
Banc Of America Insurance Services, Inc. Tarzana, CA Mar 2008 - Mar 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Andrew M. Nakagawa
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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