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Kamalu Kaluhiokalani

9 Years of Experience
Kaneohe, HI
Broker

Kamalu Kaluhiokalani is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kaneohe, HI, with 9 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
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Location

45-480 Kaneohe Bay Drive, Bldg H, Kaneohe, HI, 96744

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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 Activities

Kamalu works as a Wealth Advisor for First Hawaiian Advisors and as a Wealth Associate at First Hawaiian Bank. These roles each take about half of Kamalu's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2019 - Present · 6 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - March 2019 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - March 2019 · 2 yrs 6 mos
State Registrations18 states
AZCACOFLHIKYMDMOMTNCNHNMNVORPATXVAWA
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.
Kamalu Kaluhiokalani - Financial Advisor | TrueAdvisor