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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kailua, HI

Every SEC-registered investment adviser representative at a firm office in Kailua, with the firms that employ the most of them.

33 registered advisors work in Kailua; the most are at Edward Jones (9). 9 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Kailua

FirmAdvisors in Kailua
Edward Jones news9
State Farm Investment Management Corp.3
Belloadvisers, LLC2
Kala Capital2
Navy Federal Investment Services, LLC2
Pathfinder Financial Services, LLC2
1stto50th LLC1
Ameriprise Financial Services, LLC news1
Archer Investment Corporation1
Centimillionaire Advisors, LLC1
Cetera Investment Advisers LLC news1
Creativeone Wealth, LLC1
Inspire Advisors, LLC1
LPL Enterprise, LLC news1
Osaic Wealth, Inc. news1
Raymond James & Associates, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
The Strategic Financial Alliance, Inc.1
UBS Financial Services Inc. news1

Advisors in Kailua, A to Z

CFP advisors in Kailua →

Other cities in Hawaii

All of Hawaii →

Honolulu 780Kahului 31Aiea 30Mililani 30Hilo 26Kaneohe 21Kailua Kona 16Kamuela 15Lihue 15Wailuku 13Kailua-Kona 12Kapolei 12Pearl City 10Kihei 9Ewa Beach 8Waipahu 8Lahaina 5Wahiawa 5

Questions

How many financial advisors are in Kailua, HI?

33 investment adviser representatives are registered at firm offices in Kailua, Hawaii, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Kailua?

Edward Jones, with 9 registered advisors in Kailua, followed by State Farm Investment Management Corp. with 3.

How do I check a financial advisor in Kailua?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.