Bradley Itagaki
Bradley Itagaki is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, with 14 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
1580 Kapiolani Blvd., Honolulu, HI, 96814
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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
Bradley receives renewal trails from AXA Network, LLC and dedicates minimal time to this. He also works as a Wealth Advisor for First Hawaiian Advisors (about half his time) and as a Senior Wealth Advisor and Officer for First Hawaiian Bank (about half his time), making insurance products available through FHB, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations17 states
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