GM
GM

Guy Masuda

36 Years of Experience
Honolulu, HI
BrokerSells Insurance

Guy Masuda is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

201 Merchant Streeet, Suite 2225, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Guy is the owner of CG Masuda LLC and a broker for Nationwide Insurance Company, focusing on immediate annuities. He dedicates minimal time to each of these businesses.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2017 - Present · 8 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Wedbush Securities INC.
March 2007 - November 2017 · 10 yrs 8 mos
Wedbush Securities INC.Broker
April 2005 - November 2017 · 12 yrs 7 mos
Morgan Stanley
January 1992 - April 2005 · 13 yrs 3 mos
Morgan Stanley Dw INC.Broker
May 1989 - April 2005 · 15 yrs 11 mos
State Registrations17 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Guy Masuda - Financial Advisor | TrueAdvisor