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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kurtistown, HI

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

1 registered advisors work in Kurtistown; the most are at Osaic Wealth, Inc. (1). 1 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Kurtistown

FirmAdvisors in Kurtistown
Osaic Wealth, Inc. news1

Advisors in Kurtistown, A to Z

CFP advisors in Kurtistown →
  • Francis W. McRobertsOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant

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 Kurtistown, HI?

1 investment adviser representatives are registered at firm offices in Kurtistown, 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 Kurtistown?

Osaic Wealth, Inc., with 1 registered advisors in Kurtistown.

How do I check a financial advisor in Kurtistown?

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.