Rylen Yamamoto
Rylen Yamamoto is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 14 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
Honolulu, HI
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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
Rylen is involved in several business activities, including real estate rental through the Rylen T Yamamoto Revocable Living Trust and CJMM Consulting LLC, and a business entity for tax/investment purposes called Organic Growth LLC. Rylen also sells non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
Integrated Wealth Concepts LLC
Previous Registrations
LPL Financial LLC
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Onedigital Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations4 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.