Alexander Edward Okugawa
Investment adviser representative at One Degree Advisors, Inc.
4 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$489MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
4 years in the industry.
- One Degree Advisors, Inc.May 2015 to now
- Securities America, Inc.Jul 2018 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
One Degree Advisors, Inc.
$489MAssets managed
466Clients
7Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6489972
- Firm CRD
- 170392