Unclaimed Profile

Clifton M Yasutomi

MISSION FINANCIAL GROUP, LLC·HONOLULU, Hawaii

SIE, Series 7, Series 66Clean record20 years registeredMISSION FINANCIAL GROUP, LLC

1240 ALA MOANA BLVD, HONOLULU, HI 96814CRD# 5081023Firm CRD# 311876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clifton M Yasutomi · HONOLULU, HI

Registration

CRD #5081023 · MISSION FINANCIAL GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MISSION FINANCIAL GROUP, LLC

Jan 2021 – present

CETERA INVESTMENT ADVISERS LLC

Nov 2020 – Jan 2021

HONOLULU, HI

FIRST ALLIED ADVISORY SERVICES, INC.

Jul 2012 – Nov 2020

HONOLULU, HI

FIRST ALLIED SECURITIES, INC.

Dec 2010 – Jul 2012

HONOLULU, HI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2006 – Jan 2009

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 12, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MISSION FINANCIAL GROUP, LLC

CRD 311876 · SEC 801-120042

AUM

$178M

Regulatory assets under management

Employees

672 client accounts

Services offered by MISSION FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MISSION FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Clifton M Yasutomi offer?

Clifton M Yasutomi specializes in Financial Planning, Investment Management. Contact their office in HONOLULU, Hawaii for a consultation.

What are Clifton M Yasutomi's credentials?

Clifton M Yasutomi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clifton M Yasutomi located?

Clifton M Yasutomi is based in HONOLULU, Hawaii, working with MISSION FINANCIAL GROUP, LLC. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.

How does Clifton M Yasutomi charge for services?

Clifton M Yasutomi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MISSION FINANCIAL GROUP, LLC?

MISSION FINANCIAL GROUP, LLC has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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