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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kamuela, HI

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

15 registered advisors work in Kamuela; the most are at Stadia Financial LLC (6). 1 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Kamuela

FirmAdvisors in Kamuela
Stadia Financial LLC6
Cetera Investment Advisers LLC news2
Edward Jones news2
Ameriprise Financial Services, LLC news1
Pfs Investments Inc.1
RBC Capital Markets, LLC news1
Raymond James & Associates, Inc. news1
State Farm Investment Management Corp.1

Advisors in Kamuela, A to Z

CFP advisors in Kamuela →

Other cities in Hawaii

All of Hawaii →

Honolulu 780Kailua 33Kahului 31Aiea 30Mililani 30Hilo 26Kaneohe 21Kailua Kona 16Lihue 15Wailuku 13Kailua-Kona 12Kapolei 12Pearl City 10Kihei 9Ewa Beach 8Waipahu 8Lahaina 5Wahiawa 5

Questions

How many financial advisors are in Kamuela, HI?

15 investment adviser representatives are registered at firm offices in Kamuela, Hawaii, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Kamuela?

Stadia Financial LLC, with 6 registered advisors in Kamuela, followed by Cetera Investment Advisers LLC with 2.

How do I check a financial advisor in Kamuela?

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.