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Greg Satoru Miyashiro

Kahala Financial Advisors, LLC

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About Greg Satoru Miyashiro

Greg Miyashiro is a financial advisor with over 30 years of experience in the financial services industry. Greg is currently registered with Kahala Financial Advisors, LLC. Greg has Series 6, 7 and 63 securities registrations. Greg is also a Certified Financial Planner. Greg's experience includes providing financial advice and portfolio management services to individuals and charitable organizations.

Firm Information

Greg Miyashiro is currently registered with Kahala Financial Advisors, LLC. Kahala Financial Advisors, LLC is an investment advisor based in Honolulu, HI. The firm offers financial planning and portfolio management services to individuals and charitable organizations. They manage approximately $164,184,883 in assets for 439 clients. The firm's website address is HTTP://WWW.KAHALAFINANCIALADVISORS.COM.
Kahala Financial Advisors, LLC

4211 WAIALAE AVE, SUITE 407

HONOLULU, HI 96816

$164.18M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Greg Miyashiro’s Registration & Firm History

HI

03/28/2012 - Present

Kahala Financial Advisors, LLC (HONOLULU HI)

MA

06/30/1986 - 12/31/1999

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

03/15/1983 - 07/22/1986

E. A. BUCK CO., INC.

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Licenses & Designations

BC

Issued 03/05/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

BC

Issued 08/06/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/05/1983

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Greg Satoru Miyashiro.
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