YF
Yohei Fukuda
HONEST WEALTH LLC
Irvine, CA 92618
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CRD#: 5139557
YF
Professional summary
Yohei Fukuda, CFP® is a registered financial advisor currently at HONEST WEALTH LLC located in Irvine, California.
Yohei is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Yohei has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BUSINESS NAME: Yohei Fukuda, Sole Proprietor NATURE OF BUSINESS: BROKERING NON-REGISTERED INSURANCE PRODUCTS ROLE: Insurance Agent ADDRESS OF BUSINESS: IRVINE, CA, 92618 ANTICIPATED START DATE: 03/2012 COMPENSATION: COMMISSIONS NUMBER OF HOURS PER MONTH PLANNED ON DEVOTING TO OBA: 10 DUTIES RELATING TO OBA: BROKERING FIXED INSURANCE PRODUCTS BUSINESS NAME: Advanced Micro Precision, LLC NATURE OF BUSINESS: sales/marketing consulting services ROLE: Owner ADDRESS OF BUSINESS: IRVINE, CA, 92618 ANTICIPATED START DATE: 06/2018 NUMBER OF HOURS PER MONTH PLANNED ON DEVOTING TO OBA: 20 During securities hours: 5 DUTIES RELATING TO OBA: General operation as owner BUSINESS NAME: Lagu Dining LLC NATURE OF BUSINESS: Food Service Cafe ROLE: Member ADDRESS OF BUSINESS: IRVINE, CA, 92618 ANTICIPATED START DATE: 03/2020 COMPENSATION: 20% owner NUMBER OF HOURS PER MONTH PLANNED ON DEVOTING TO OBA: 5 DUTIES RELATING TO OBA: passive investor BUSINESS NAME: Noise Refinery 39, Inc. NATURE OF BUSINESS: owns licenses of music/sound tracks ROLE: Stockowner ADDRESS OF BUSINESS: IRVINE, CA, 92620 START DATE 01/2021 COMPENSATION: 50% owner NUMBER OF HOURS PER MONTH PLANNED ON DEVOTING TO OBA: 1 DUTIES RELATING TO OBA: passive investor BUSINESS NAME: YK Capital Holdings, LLC NATURE OF BUSINESS: Real estate holding company ROLE: Owner ADDRESS OF BUSINESS: IRVINE, CA, 92620 START DATE 07/2017 NOT INVESTMENT RELATED NUMBER OF HOURS PER MONTH PLANNED ON DEVOTING TO OBA: 3 DUTIES RELATING TO OBA: owner/investor BUSINESS NAME: YM Capital Holdings, LLC NATURE OF BUSINESS: Real estate holding company ROLE: Owner ADDRESS OF BUSINESS: IRVINE, CA, 92620 START DATE 11/2021 NOT INVESTMENT RELATED NUMBER OF HOURS PER MONTH PLANNED ON DEVOTING TO OBA: 3 DUTIES RELATING TO OBA: owner/investor
CRS (Client Relationship Summary) - RIA
Click below to view Yohei Fukuda's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
August 18, 2016 - Present
HONEST WEALTH LLC
Office #1: 9841 Irvine Center Drive Suite 140, Irvine, CA 92618RIA
CRD#: 284735
Irvine, CA
Past
November 3, 2010 - July 6, 2016
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
IRVINE, CA
Past
January 11, 2010 - July 6, 2016
NYLIFE SECURITIES LLC
BD
CRD#: 5167
IRVINE, CA
Past
October 1, 2007 - March 25, 2008
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SAN FRANCISCO, CA
Past
July 7, 2006 - March 25, 2008
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SAN FRANCISCO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/18/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HW
HONEST WEALTH LLC
HONEST WEALTH LLC
CRD#: 284735 / SEC#:
California
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Contact information
Main Address
9841 Irvine Center Drive Suite 140, Irvine, CA 92618
Mailing Address
Phone number
(949) 346-6854
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 15,364,081 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
