Richard May
Richard May is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1348 Hunakai Street, Honolulu, HI, 96816
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is an associate/employee of First Hawaiian Advisors, customizing financial solutions including insurance and annuities, dedicating about a quarter to about half of his time. He also works for First Hawaiian Bank, selling fixed life insurance products for minimal time and customizing financial solutions, dedicating about a quarter to about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations21 states
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