Brian Kawano
Brian Kawano is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1585 Kapiolani Blvd, Ste 1700, Honolulu, HI, 96814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian operates Pacific Wealth Consulting as a DBA for his LPL business, dedicating nearly full-time hours to it. He also sells non-variable insurance products and owns rental real estate, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Prudential Investment Management Services LLCBroker
Prudential Retirement Services, INC.Broker
Prudential Asset Management Company Securities CorporationBroker
Benefitscorp Equities, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
The Prudential Insurance Company of AmericaBroker
G. T. Murray & CO.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.