Carlton Kusunoki is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 39 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
1314 S King Street, Suite 713, Honolulu, HI, 96814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlton owns numerous real estate rental properties through various LLCs, all established around 2020-2023. He also operates under the DBA Hawaii Wealth Management for his LPL business, and spends minimal time on each LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations12 states
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