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David Arakaki

28 Years of Experience
Mililani, HI
BrokerSells Insurance

David Arakaki is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 28 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

David is a financial advisor at Chinen & Arinaga Financial Group, offering investments, fixed, and health insurance products, dedicating nearly full-time hours to this role. He also works as an NBS Certified Educator for National Benefit Services, LLC, presenting financial education presentations, which requires 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.
June 2007 - June 2011 · 4 yrs
Symetra Investment Services, INC.Broker
February 2007 - June 2011 · 4 yrs 4 mos
Princor Financial Services CorporationBroker
June 2000 - December 2006 · 6 yrs 6 mos
Polaris Financial Services, INC.Broker
May 1998 - June 2000 · 2 yrs 1 mo
Mony Securities CORP.Broker
February 1994 - November 1994 · 9 mos
State Registrations4 states
CAHIMOWA
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.