GH
CFP
GH
CFP

Grant Hashiba

26 Years of Experience
Honolulu, HI
BrokerSells Insurance

Grant Hashiba is a CFP-designated registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2305 S Beretania St, Honolulu, HI, 96826-1432

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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

Grant operates Island Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor. He also rents out a real estate property and sells non-variable insurance, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2010 - Present · 16 yrs 3 mos
LPL Financial LLC
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Island Wealth Management
May 2021 - January 2023 · 1 yr 8 mos
Financial Network Investment Corporation
May 2007 - December 2009 · 2 yrs 7 mos
Financial Network Investment CorporationBroker
December 2006 - December 2009 · 3 yrs
VALIC Financial Advisors, INC.
November 2003 - December 2006 · 3 yrs 1 mo
VALIC Financial Advisors, INC.Broker
November 1999 - December 2006 · 7 yrs 1 mo
The Variable Annuity Marketing CompanyBroker
November 1999 - December 2001 · 2 yrs 1 mo
State Registrations7 states
CAHINVNYORTXWA
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.
Grant Hashiba - Financial Advisor | TrueAdvisor