Stanley
Takikawa
Unionbanc Investment Services, LLC
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About this Advisor
Stanley Takikawa is a financial advisor who works in San Francisco, California who has 7 years of industry experience. Takikawa currently works for Unionbanc Investment Services, LLC. Throughout their career, they have worked at Morgan Stanley Smith Barney, Dm Stone Recruiting and Unionbanc Investment Services. Takikawa maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Unionbanc Investment Services, LLC is a financial advisory company that has its headquarters in Glendale, CA. The company has offices in 203 locations and a total of 388 advisors. It oversees $2 billion in assets among its 4,542 accounts, placing it among the largest firms in the nation by assets under management. The firm serves four charities and foundations. Of its 4,542 customer accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in investable assets. Unionbanc Investment Services, LLC provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely vary depending on the type of services provided. However, fee types billed by Unionbanc Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Unionbanc Investment Services, LLC Brokerage Details
$1,473,263,990
388
4,542
$324,365
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Stanley Takikawa Work History
Stanley has been registered as a financial advisor for 7 years.*
Unionbanc Investment Services
Dm Stone Recruiting
Morgan Stanley Smith Barney
*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 Stanley Takikawa 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 Unionbanc Investment Services, LLC
Ventura, CA
Santa Barbara, CA
Tempe, AZ
San Ramon, CA
Glendale, CA
Seattle, WA
Bakersfield, CA
Tempe, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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