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Ted I

Series 66

Pasadena, CA

OSAIC

Ted Inagaki is a financial advisor at Osaic with 19 years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial for 11 years. In addition to his advisory role, he is involved with LA Private Wealth, where he offers non-variable insurance products through a field marketing organization. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple managed account platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Harry K

Series 66

Pasadena, CA

OSAIC

Harry Kim is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial and LPL Financial. Kim also operates Quest Wealth Management and provides insurance services as a sole proprietor. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and multiple investment platforms to manage diverse portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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