ML
ML

Michael Lukacs

10 Years of Experience
Honolulu, HI
Broker

Michael Lukacs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, with 10 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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael is involved in several outside business activities. These include operations for First Hawaiian Advisors, working as a Program Officer at First Hawaiian Bank, supporting Kapiolani Advisors, working as a laborer for LeiAloha Wedding and Event Planners, owning rental real estate, and serving as Treasurer and Board Member for Read To Me International. He dedicates varying amounts of time to each activity, ranging from minimal time to about half his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2017 - Present · 8 yrs 11 mos
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs 4 mos
Previous Registrations
Bancwest Investment Services, INC.Broker
April 2017 - May 2017 · 1 mo
Signator Investors, INC.Broker
June 2007 - December 2008 · 1 yr 6 mos
State Registrations1 state
HI
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.