LF
LF

Lynnette Fukuda

13 Years of Experience
Honolulu, HI
BrokerSells Insurance

Lynnette Fukuda is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1585 Kapiolani Blvd Ste 1188, Honolulu, HI, 96814

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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.

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Other Business ActivitiesSells Insurance

Lynnette operates under the DBA Anton Financial for her LPL business, dedicating nearly full-time hours to it. She is also a Notary Public for the State of Hawaii, requiring minimal time, and a non-variable insurance broker/producer, requiring minimal time.

Employment History
Current Registrations
LPL Financial LLC
July 2016 - Present · 9 yrs 10 mos
LPL Financial LLCBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Commonwealth Financial Network
February 2014 - August 2016 · 2 yrs 6 mos
Commonwealth Financial NetworkBroker
February 2014 - August 2016 · 2 yrs 6 mos
Vsr Advisory Services
January 2013 - February 2014 · 1 yr 1 mo
Vsr Financial Services, INC.Broker
October 2012 - February 2014 · 1 yr 4 mos
State Registrations23 states
AKALARAZCACOFLHIIDILKYMTNENVOKORSCTNTXUTVAWAWY
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.