MT
CFP
MT
CFP

Michael Tottori

24 Years of Experience
Honolulu, HI
1 DisclosureBroker

Michael Tottori is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, with 24 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

999 Bishop Street, Suite 1850, Honolulu, HI, 96813

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History

Regulatory History (1)
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Customer Dispute
June 2003
Denied
Other Business Activities

Michael is a branch manager at First Hawaiian Advisors and an SVP/Division Manager at First Hawaiian Bank, dedicating about half of his time to each. He also serves as Board President and Investment Committee Chair for Hawaii Meals on Wheels, and owns rental property, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
December 2009 - May 2017 · 7 yrs 5 mos
Bancwest Investment Services, INC.Broker
May 2008 - May 2017 · 9 yrs
Bancwest Investment Services, INC.Broker
November 2005 - October 2006 · 11 mos
Charles Schwab & CO., INC.Broker
October 1999 - August 2005 · 5 yrs 10 mos
State Registrations1 state
HI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.