Unclaimed
John Yanagihara is a financial advisor at LPL Financial LLC, based in Honolulu, HI. John has been working in the financial services industry since May 15, 1985 and has been registered with LPL Financial LLC since September 11, 2014. John is also a Chartered Financial Consultant. John holds licenses in Hawaii and Texas, is a registered representative and investment advisor representative. John has experience working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. John offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. John is also registered to offer insurance products.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
12/16/2019 - Present
LPL Financial LLC (HONOLULU HI)
HI
09/11/2014 - 12/22/2017
LPL FINANCIAL LLC (HONOLULU HI)
HI
02/26/1996 - 09/15/2014
NEW ENGLAND SECURITIES (HONOLULU HI)
NA
05/21/1983 - 02/22/1996
G. R. PHELPS & CO., INC.
BC
Issued 04/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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