Colin Teraoka
Colin Teraoka is a registered investment advisor at Alakai Securities INC., based in Honolulu, HI, with 2 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Alakai Securities does not directly manage investments. Instead, they refer clients to third-party money managers. These managers may charge up to 2% of the assets they manage. Alakai Securities receives a portion of this fee as a referral fee. There may be other third-party managers that are more or less costly.
Location
220 S. King St, Suite 1705, Honolulu, HI, 96813-4539
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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
Colin is the Owner and Executive Vice President of Alakai Group, Inc., a group holding company; Alakai Global, Inc., a captive insurance management services company; Alakai Financial, Inc., an accounting and tax services company; and Alakai Life, Inc., a life insurance agency. He dedicates a few hours per week to Alakai Group, about a quarter of his time to Alakai Global and Alakai Life, and about half of his time to Alakai Financial.
Employment History
Current Registrations
Alakai Securities INC.
State Registrations1 state
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.