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Alan Chinen

33 Years of Experience
2 DisclosuresBrokerSells Insurance

Alan Chinen is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393

Get directions

History

Regulatory History (2)
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Customer Dispute
March 2013
Closed-No Action
Customer Dispute
May 2002
Denied
Other Business ActivitiesSells Insurance

Alan is the President & CEO and Chairman of the Board for Chinen & Arinaga Financial Group, where he offers investments, fixed, and health insurance products, dedicating full-time hours. He also has several other business activities, including being an agent for Scarborough Alliance Group, owning commercial real estate, and being involved with multiple charitable organizations.

Employment History
Current Registrations
Planmember Securities Corporation
July 2011 - Present · 14 yrs 9 mos
Planmember Securities CorporationBroker
July 2011 - Present · 14 yrs 9 mos
Previous Registrations
Symetra Investment Services, INC.
March 2002 - June 2011 · 9 yrs 3 mos
Symetra Investment Services, INC.Broker
November 2001 - June 2011 · 9 yrs 7 mos
Planmember Securities CorporationBroker
February 2000 - December 2001 · 1 yr 10 mos
Safeco Investment Services, INC.Broker
August 1992 - March 2000 · 7 yrs 7 mos
State Registrations23 states
AKAZCACOCTFLHIILMAMDMIMONDNENJNVNYORSCTXVAWAWI
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.