Terri
Ichinose
Crown Capital Securities, L.P
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About this Advisor
Terri Ichinose is a financial advisor operating out of Honolulu, Hawaii with 3 years of relevant experience. Ichinose is an employee of Crown Capital Securities, L.P. Throughout their career, Ichinose has worked at Pacific Ware, Crown Capital Securities, Lp and Wespac Hawaii Financial. Ichinose has Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in Hawaii. Crown Capital Securities, L.P is a company based out of Orange, CA. It has offices in 93 locations and a total of 164 employees. It manages $1 billion in assets across its 5,654 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises 27 charities and foundations. Of its 5,654 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely depend on the type of services provided. However, fees billed by Crown Capital Securities, L.P can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crown Capital Securities, L.P Brokerage Details
$1,223,108,240
164
5,654
$216,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Terri Ichinose Work History
Terri has been registered as a financial advisor for 3 years.*
Crown Capital Securities, Lp
Wespac Hawaii Financial
Pacific Ware
*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 Terri Ichinose to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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