Sean Okamoto
Sean Okamoto is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 22 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
1088 Bishop St Ste 1224, Honolulu, HI, 96813-3139
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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
Sean operates Hogan Financial Group, LLC as a DBA for his LPL business. He is also a Senior Wealth Advisor and Senior Consultant for Hogan Consulting Group and Hogan Consulting Group, LLC, respectively, focusing on non-variable insurance and employee benefits/health & welfare consulting, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Duerr Financial CorporationBroker
Fiserv Investor Services, INC.Broker
State Registrations1 state
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.