Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alana? Claim Your ProfileAlana Yokoyama is an investment advisor representative with Cresset Asset Management, LLC. She is licensed to practice in California and Texas. Alana has a diverse background in the financial services industry, having worked at a number of firms including J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and LPL Financial LLC. She has held a Series 7, Series 66 and SIE securities license since 2016. Alana's areas of expertise include portfolio management for individuals and businesses, financial planning and pension consulting. Alana holds the Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/19/2024 - Present
Cresset Asset Management, LLC (San Francisco CA)
CA
09/29/2023 - 04/20/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
CA
04/04/2018 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
10/04/2017 - 03/26/2018
LPL FINANCIAL LLC (SANTA MONICA CA)
CA
10/10/2016 - 09/05/2017
LPL FINANCIAL LLC (SANTA MONICA CA)
BOTH
Issued 03/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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