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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kapolei, HI

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

12 registered advisors work in Kapolei; the most are at Cetera Investment Advisers LLC (2). 0 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Kapolei

FirmAdvisors in Kapolei
Cetera Investment Advisers LLC news2
LPL Financial LLC news2
Buck Wealth Strategies, LLC1
Edward Jones news1
First Advisors National, LLC1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Tlg Advisors, Inc.1

Advisors in Kapolei, A to Z

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Other cities in Hawaii

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

Questions

How many financial advisors are in Kapolei, HI?

12 investment adviser representatives are registered at firm offices in Kapolei, Hawaii, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Kapolei?

Cetera Investment Advisers LLC, with 2 registered advisors in Kapolei, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Kapolei?

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.