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Derek Teruo Fujikawa

26 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

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Location

212 9th Street, Suite 202, Oakland, CA, 94607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derek is the owner of Fujikawa & Associate, CPA, and a Managing Partner DBA of Fujikawa & Associates, spending nearly full-time on these activities. He also manages Fujikawa Properties LLC, which holds rental properties, dedicating minimal time to bookkeeping and vendor coordination.

Employment History
Current Registrations
Infinity Financial Services Advisory
April 2020 - Present · 5 yrs 10 mos
Infinity Financial ServicesBroker
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Infinity Financial Services
September 2014 - December 2020 · 6 yrs 3 mos
LPL Financial LLC
June 2009 - August 2014 · 5 yrs 2 mos
LPL Financial LLCBroker
June 2009 - August 2014 · 5 yrs 2 mos
H.D. Vest Advisory Services, INC
October 1999 - June 2009 · 9 yrs 8 mos
H.D. Vest Investment ServicesBroker
August 1999 - June 2009 · 9 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Derek Teruo Fujikawa - Financial Advisor | TrueAdvisor