Karen Yasukawa
Karen Yasukawa is a registered investment advisor at Raymond James & Associates, INC., based in Honolulu, HI, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1003 Bishop Street, Suite 1500, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2024Customer Dispute
July 1999Other Business Activities
Karen owns rental real estate through Ainahau Associates since 2017 and is an advisory board member for the Hawaii Retirement Savings Board since 2023. She is also a committee member for the non-profit Legacy of Life since 2024, setting and reviewing the annual budget and reviewing investments. These activities require minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Everen Securities, INC.Broker
H.J. Meyers & CO., INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Aetna Capital Management, INC.Broker
Aetna Financial Services, INC.Broker
State Registrations8 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.