Chad Takabuki is a registered investment advisor, based in Honolulu, HI, with 10 years of industry experience.
Location
2411 S. King Street, Honolulu, HI, 96826
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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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Chad works as a Wealth Associate at First Hawaiian Advisors and First Hawaiian Bank since 2017, spending about half his time at each. Both roles involve working at the University/Manoa branches.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2017 - Present · 9 yrs
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
February 2017 - May 2017 · 3 mos
Bancwest Investment Services, INC.Broker
February 2017 - May 2017 · 3 mos
Sagepoint Financial, INC.
February 2016 - February 2017 · 1 yr
Sagepoint Financial, INC.Broker
February 2016 - February 2017 · 1 yr
State Registrations22 states
AZCACOCTHIIAIDILMINCNJNMNVNYOHORSCTXUTVAWAWI
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Exams
No exam information available for this advisor.