Hiroko
Okunaga

Pfs Investments Inc

CRD#4230105
Investment Advisor
in Torrance, CA

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About this Advisor

Hiroko Okunaga is an advisor whose office is in Torrance, California. Currently a registered investment advisor at Pfs Investments Inc, they have accrued 19 years of professional experience as a financial advisor. Okunaga has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Okunaga can serve customers in California. Their career trajectory has included roles at Primerica Financial Services, Japan Business Association Of Southern California, Pfs Investments Inc and Tajima America Corporation ( Via Interesse International, Inc). Pfs Investments Inc is headquartered in Torrance, California, and operates out of 1,578 brick-and-mortar locations in the nation. Overall, Pfs Investments Inc oversees $3 billion in assets throughout 28,263 accounts and retains more than 3,582 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Pfs Investments Inc can offer portfolio management for individuals and small businesses. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 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 20 years of experience.

2016 - Present (4 years)

Tajima America Corporation ( Via Interesse International,Inc)

2000 - Present (20 years)

Primerica Financial Services

2000 - Present (20 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.

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Rockford Stites
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Bradley Fisher
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This content was compiled from the SEC and FINRA.

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