Yukari Tracy Taguchi

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 05/2025
  Scf Securities, Inc.
  Fresno, CA
• 08/2013 → 05/2025
  Scf Investment Advisors, Inc.
  Fresno, CA
• 05/2025 → Present
  Lpl Financial Llc
  Vancouver, WA

Previous Registrations

• 2013-08-14 → 2025-05-01
  Scf Investment Advisors, Inc.
  Fresno, CA
  Vancouver, WA
  San Diego, CA
  Vancouver, WA

Other Businesses

1. 05/01/2025- Wellcare (Centene Corporation)- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/01/2023- 3 Hours Per Month 2. 05/01/2025-Midland National Insurance Company- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 03/01/2019- 2 Hours Per Month 3. 05/01/2025-VSP- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2002- 1 Hour Per Month 4. 05/01/2025-Lincoln Financial Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 03/11/2011- 1 Hour Per Month 5. 05/01/2025- Global Underwriters Agency Inc- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2007- 1 Hour Per Month 6. 05/01/2025- Mutual of Omaha- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2009- 2 Hours Per Month 7. 05/01/2025- Ameritas- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2009- 1 Hour Per Month 8. 05/01/2025- Delta Dental Insurance- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2010- 2 Hours Per Month 9. 05/01/2025-Connexion Insurance Solutions-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2011- 1 Hour Per Month 10. 05/01/2025- Dickerson Insurance Services- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/01/2015- 1 Hour Per Month 11. 05/01/2025-Seven Corners Insurance-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2001- 3 Hours Per Month 12. 05/01/2025- Petersen International Underwriters- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2005- 3 Hours Per Month 13. 05/01/2025- American National Insurance Company- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2005- 6 Hours Per Month 14. 05/01/2025-United Healthcare Insurance Company- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 01/01/2009- 20 Hours Per Month/ 20 Hours During Trading 15. 05/01/2025- Kaiser Foundation Health Plan- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 07/01/2009- 10 Hours Per Month/10 Hours During Trading 16. 05/01/2025- Elevance Haalth Inc- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 01/01/2002- 3 Hours Per Month/ 3 Hours During Trading 17. 05/01/2025-HCC Medical Insurance Services LLC- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date- 01/01/2007- 2 Hours Per Month/ 2 Hours During Trading 18. 05/01/2025- Humana Inc- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date- 01/01/2010- 2 Hours Per Month/ 2 Hours During Trading 19. 05/01/2025- Morgan White Administrators- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 01/01/2011- 2 Hours Per Month/ 2 Hours During Trading 20. 05/01/2025- MODA Health- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 01/01/2010- 2 Hours Per Month/ 2 Hours During Trading 21. 05/01/2025- Blue Shield of California- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 01/01/2001- 3 Hours Per Month 22. 05/01/2025-Yukari Tracy Taguchi- Mortgage/Real Estate Services- INV Related- At Vancouver, WA- Start date 05/05/1995- 1 Hour Per Month 23. 06/06/2025 - OneAmerica - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date Non-Variable Insurance - 3 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-08-13
• S63 Uniform Securities Agent State Law Examination
  2002-03-12

Other Names

• Yukari Tracy Taguchi-Okada
• Yukari Tracy Okada