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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kaneohe, HI

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

21 registered advisors work in Kaneohe; the most are at Cetera Investment Advisers LLC (3). 6 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Kaneohe

FirmAdvisors in Kaneohe
Cetera Investment Advisers LLC news3
LPL Financial LLC news3
Edward Jones news2
Equitable Advisors, LLC news2
Akamai Wealth Management, LLC1
Creative Planning news1
Kala Capital1
Mercer Global Advisors Inc.1
Mkx Capital1
Navy Federal Investment Services, LLC1
Raymond James Financial Services Advisors, Inc. news1
Shomer Hawaii, LLC1
State Farm Investment Management Corp.1
Toba Financial1
UBS Financial Services Inc. news1

Advisors in Kaneohe, A to Z

CFP advisors in Kaneohe →

Other cities in Hawaii

All of Hawaii →

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

Questions

How many financial advisors are in Kaneohe, HI?

21 investment adviser representatives are registered at firm offices in Kaneohe, Hawaii, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Kaneohe?

Cetera Investment Advisers LLC, with 3 registered advisors in Kaneohe, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Kaneohe?

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.