Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Kealakekua, HI
Every SEC-registered investment adviser representative at a firm office in Kealakekua, with the firms that employ the most of them.
1 registered advisors work in Kealakekua; the most are at Wells Fargo Clearing Services, LLC (1). 1 list the CFP designation and 1 are also registered broker representatives.
Firms with the most advisors in Kealakekua
| Firm | Advisors in Kealakekua |
|---|---|
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Kealakekua, A to Z
CFP advisors in Kealakekua →- Mary Frances R. EwingWells Fargo Clearing Services, LLC · Certified Financial Planner
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 Kealakekua, HI?
1 investment adviser representatives are registered at firm offices in Kealakekua, Hawaii, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Kealakekua?
Wells Fargo Clearing Services, LLC, with 1 registered advisors in Kealakekua.
How do I check a financial advisor in Kealakekua?
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.