Hiroko
Okunaga

Pfs Investments Inc

CRD#4230105
Investment Advisor
in Torrance, CA
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About this Advisor

Hiroko Okunaga is a financial advisor who works in Torrance, California, with 18 years of professional experience. Okunaga is on the advisory team at Pfs Investments Inc. Throughout their career, Okunaga has worked at Primerica Financial Services, Japan Business Association Of Southern California, Pfs Investments Inc and Tajima America Corporation ( Via Interesse International, Inc). Okunaga has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Pfs Investments Inc is a firm that has its headquarters in Torrance, California. The firm has offices in 1,526 locations and a total of 3,428 employees. It manages $1 billion in assets under management between its 10,807 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 10,807 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees for financial advice largely vary depending on the financial services offered. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

970 W 190Th St #225
Torrance, CA 90502

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$3,065,650,550

CA Average: $3,570,121,308
Total Number of Employees

3,582

CA Average: 58
Total Number of Accounts

28,263

CA Average: 1,608
Average Account Size

$108,469

CA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Hiroko Okunaga Work History

Hiroko has 18 years of experience.

2016 - Present (3 years)

Tajima America Corporation ( Via Interesse International,Inc)

2000 - Present (19 years)

Primerica Financial Services

2000 - Present (19 years)

Pfs Investments Inc

2011 - 2014 (3 years)

Japan Business Association Of Southern California

Disclosures

Hiroko Okunaga has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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