Steven
Yokomizo

Cambridge Investment Research Advisors, Inc

CRD#2199307
Investment Advisor
in Torrance, CA
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About this Advisor

Steven Yokomizo is a certified financial planner working out of Torrance, California, who has been in the industry for 27 years. Yokomizo is an employee of Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Cambridge Investment Research Advisors, Inc, Transamerica Occidental, Transamerica Financial Resources, Inc, Transamerica Financial Advisors, Inc, Signator Investors, Inc, National Planning Corporation and Cambridge Investment Research, Inc. Yokomizo maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory company based in Torrance, California. The investment advisory business has offices in 1,728 locations and a total of 2,672 people on staff. It administers $40 billion in total assets between its 225,374 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 175 charities and foundations. Of its 225,374 client accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial management typically are based on the financial services provided. However, fee types charged by Cambridge Investment Research Advisors, Inc may include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

2161 W 182Nd St. Ste 201
Torrance, CA 90504

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

CA Average: $9,259,360,772
Total Number of Employees

2,857

CA Average: 166
Total Number of Accounts

276,236

CA Average: 7,189
Average Account Size

$160,469

CA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Steven Yokomizo Work History

Steven has 27 years of experience.

2017 - Present (2 years)

Cambridge Investment Research Advisors, Inc

2017 - Present (2 years)

Cambridge Investment Research, Inc

2016 - 2016 (< 1 year)

Signator Investors, Inc

2016 - 2017 (1 year)

National Planning Corporation

2009 - 2016 (7 years)

Transamerica Financial Advisors, Inc

1992 - 2009 (17 years)

Transamerica Financial Resources, Inc

1991 - 2009 (18 years)

Transamerica Occidental

Disclosures

Steven Yokomizo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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