Grant Yamaguchi
Grant Yamaguchi is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 18 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
745 Fort Street, 1614, Honolulu, HI, 96813
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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
Grant works as a lifeguard, purchases real estate as an investment, and is a financial advisor with Hawaii Financial Advisors, Inc. Grant also works as an independent insurance agent with Perry Financial and Highland Capital Brokerage, assisting in finding fixed insurance solutions for clients.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
LPL Financial LLC
LPL Financial LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations10 states
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.