LT
LT

Layne Takayama

32 Years of Experience
Mililani, HI
BrokerSells Insurance

Layne Takayama is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 32 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

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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

Layne is the Vice President at Chinen & Arinaga Financial Group, focusing on investments, fixed, and health insurance products, dedicating full-time hours. Layne also serves as Treasurer on the Board of Directors for the same group, requiring minimal time. Additionally, Layne is an NBS Certified Educator with National Benefit Services, presenting financial education presentations, which takes minimal time.

Employment History
Current Registrations
Planmember Securities Corporation
July 2011 - Present · 14 yrs 10 mos
Planmember Securities CorporationBroker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Symetra Investment Services, INC.
August 2007 - June 2011 · 3 yrs 10 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
September 1993 - March 2000 · 6 yrs 6 mos
State Registrations1 state
HI
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.
Layne Takayama - Financial Advisor | TrueAdvisor