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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Makawao, HI

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

The short answer

2 registered advisors work in Makawao; the most are at Southland Equity Partners, LLC. (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Makawao

FirmAdvisors in Makawao
Southland Equity Partners, LLC.1
State Farm Investment Management Corp.1

Advisors in Makawao, 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 12Kapolei 12Pearl City 10Kihei 9Ewa Beach 8Waipahu 8Lahaina 5Wahiawa 5

Questions

How many financial advisors are in Makawao, HI?

2 investment adviser representatives are registered at firm offices in Makawao, Hawaii, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Makawao?

Southland Equity Partners, LLC., with 1 registered advisors in Makawao, followed by State Farm Investment Management Corp. with 1.

How do I check a financial advisor in Makawao?

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.