Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Kalaheo, HI
Every SEC-registered investment adviser representative at a firm office in Kalaheo, with the firms that employ the most of them.
4 registered advisors work in Kalaheo; the most are at Edward Jones (3). 0 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Kalaheo
| Firm | Advisors in Kalaheo |
|---|---|
| Edward Jones news | 3 |
| Empower Advisory Group, LLC | 1 |
Advisors in Kalaheo, A to Z
Search all of Hawaii →- Nina M. AlcalaEmpower Advisory Group, LLC
- Mariko HarperEdward Jones
- Robert H. LansdellEdward Jones
- Dana ReeseEdward Jones
Other cities in Hawaii
All of Hawaii →Honolulu 780Kailua 33Kahului 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 Kalaheo, HI?
4 investment adviser representatives are registered at firm offices in Kalaheo, Hawaii, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Kalaheo?
Edward Jones, with 3 registered advisors in Kalaheo, followed by Empower Advisory Group, LLC with 1.
How do I check a financial advisor in Kalaheo?
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.