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David Tamashiro

Crux Wealth Advisors

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About David Tamashiro

David Tamashiro has been in the financial services industry since June 2004. David is currently registered as an Investment Advisor Representative with Crux Wealth Advisors in Long Beach, California. Previously, David was a registered representative with Raymond James Financial Services, Inc. and Waddell & Reed in California. David is Series 66, Series 7, and SIE licensed. David specializes in Financial Planning, Pension Consulting, and Portfolio Management. David works with both individuals and institutions.

Firm Information

David Tamashiro is currently registered with Crux Wealth Advisors. Crux Wealth Advisors is an investment advisory firm based in Long Beach, California. They have 10 licensed agents, 13 investment adviser representatives, and 11 registered representatives, and manage approximately $250.8 million in assets. Crux Wealth Advisors offers financial planning, pension consulting, and portfolio management for individuals. They also assist clients in selecting other advisors. Their client base consists of 60 high net worth individuals and 220 individuals other than high net worth, for a total of 280 clients.
Crux Wealth Advisors

3444 E. ANAHEIM STREET

LONG BEACH, CA 90804

$250.85M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Tamashiro’s Registration & Firm History

CA

08/06/2024 - Present

Crux Wealth Advisors (LONG BEACH CA)

CA

01/17/2020 - 08/02/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (Long Beach CA)

CA

06/22/2004 - 01/23/2020

WADDELL & REED (SHERMAN OAKS CA)

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Licenses & Designations

BOTH

Issued 08/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Tamashiro.
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