AA
AA

Adams Clemente Agtarap

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
316 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

98-029 Hakaha St Ste 5, Aiea, HI, 96701-4917

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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 Activities

Adams is a USATF National Certified Track and Field Official, providing officiating services at National Championship Meets. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
September 2024 - Present · 1 yr 5 mos
Allstate Financial Services, LLCBroker
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Morgan Stanley
January 2017 - February 2024 · 7 yrs 1 mo
Morgan StanleyBroker
March 2016 - February 2024 · 7 yrs 11 mos
Bancwest Investment Services, INC.Broker
April 2001 - March 2016 · 14 yrs 11 mos
State Registrations2 states
HIOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.