Kanoi Lam
Kanoi Lam is a CFP-designated registered investment advisor at Stifel Independent Advisors, LLC, based in Honolulu, HI, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
1188 Bishop Street, Suite 3010, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
Kanoi manages investments and provides financial advice to clients through Integrity Asset Management DBA Radiance Wealth Services, dedicating nearly full-time hours to this activity. Kanoi is also a trustee of a family trust.
Employment History
Current Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Stifel Independent Advisors, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations12 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.