Owen Yamamura
Owen Yamamura is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1003 Bishop St Ste 1910, Honolulu, HI, 96813
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Regulatory History (1)
Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Owen is an insurance agent since 2007 and has several other business activities, including volunteer work, real estate ownership, coaching, teaching, and fiduciary roles. He dedicates about a quarter of his time to the PCI Scholarship Fund.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Sunamerica Securities, 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.