Patricia Hirata (CRD# 4399883) is an Investment Advisor Representative working at Wedbush Securities Inc. in Pasadena, CA and has over 22 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wedbush Securities | Los Angeles, CA | Jan 2024 - Current | < 1 |
| Us Bancorp Investments | Los Angeles, CA | Dec 2022 - Jan 2024 | 1 |
| Unionbanc Investment Services | Los Angeles, CA | Mar 2011 - Dec 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- CA
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Total Assets Under Management4,502MILLIONS
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Total Number of Accounts9,055ACCOUNTS
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Average Account Value$497,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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