Ronald Kam
Ronald Kam is a ChFC-designated 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
1600 Kapiolani Blvd Ste 1221, Honolulu, HI, 96814
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Ronald is involved in numerous activities, including serving as a wealth advisor for Mission Financial Group LLC and Kam Wealth Management (both full-time), holding positions at several churches, and owning rental real estate. He also works as an independent contractor and agent for multiple insurance companies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Sunamerica Securities, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Signator Investors, INC.Broker
State Registrations7 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.