DN
CFP
DN
CFP

Dwight Nakata

26 Years of Experience
Artesia, CA
Broker

Dwight Nakata is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Artesia, CA, with 26 years of industry experience. Dwight operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

17918 Pioneer Blvd, Suite 209, Artesia, CA, 90701

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Dwight is involved in several outside business activities, including being a committee member for the California Society of CPA's, board member for Orange County Academic Decathlon, and a finance committee member for California State University, Los Angeles. He also owns Dwight Nakata CPA, focusing on tax preparation, which takes about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2000 - Present · 26 yrs 6 mos
Cetera Financial Specialists LLCBroker
December 1999 - Present · 26 yrs 7 mos
State Registrations6 states
CADEFLNVNYWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.