Landon
Yoshida
Apriem Advisors
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About this Advisor
Landon Yoshida is a financial advisor who works out of Irvine, California who has 12 years of relevant experience. Yoshida currently works for Apriem Advisors. They have worked at Apriem Advisors for all of their career. Yoshida maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Apriem Advisors is a registered investment firm that has its headquarters in Irvine, CA. The company has offices in three locations and a total of 16 people on staff. It oversees $862 million in assets under management between its 2,332 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 2,332 client accounts, 29% are associated with high-net-worth investors who have at least $1 million in investable assets. Apriem Advisors performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Apriem Advisors most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apriem Advisors Brokerage Details
$862,064,892
16
2,332
$369,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Landon Yoshida Work History
Landon has been registered as a financial advisor for 12 years.*
Apriem Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Landon Yoshida to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Apriem Advisors
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
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