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Landon Makoto Yoshida

Apriem Advisors

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About Landon Makoto Yoshida

Landon Yoshida is a financial advisor with Apriem Advisors located in IRVINE, CA. Landon has been in the financial services industry since 2002. Landon is a registered investment advisor with the state of California. Landon specializes in providing financial advice to high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Landon also offers services for pension and profit-sharing plans. Landon has been employed with Apriem Advisors since 2011. Prior to that, Landon was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and TRANSAMERICA FINANCIAL ADVISORS, INC..

Firm Information

Landon Yoshida is currently registered with Apriem Advisors. Apriem Advisors is an investment advisor based in Irvine, California with approximately $1 billion in assets under management. The firm provides financial planning, pension consulting, and educational seminars to individuals, families, and charitable organizations. Apriem Advisors also offers portfolio management services for individuals and has a total of 2,467 accounts.
Apriem Advisors

19200 VON KARMAN AVENUE

IRVINE, CA 92612

$1.05B

Assets Under Management

Not reported

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Landon Yoshida’s Registration & Firm History

CA

10/29/2021 - Present

Apriem Advisors (IRVINE CA)

CA

01/21/2005 - 06/01/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA HILLS CA)

CA

10/06/2002 - 01/12/2005

TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 10/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Landon Makoto Yoshida.
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