Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Lee Kikuchi is a financial advisor with LPL Financial LLC. Travis has been a registered representative in the securities industry since 2004. Travis is licensed in Hawaii, and holds the Series 6, 7, 63 and 65 licenses. Travis's previous employment includes positions at Raymond James Financial Services, Inc., Bancwest Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Pacific Securities, Inc., and Waddell & Reed, Inc. Travis specializes in providing financial planning, portfolio management for businesses and individuals, as well as consulting and other non-discretionary advisory services. Travis is located in Honolulu, Hawaii, and works out of the LPL Financial LLC branch office located at 220 S King Street 20TH Floor in Honolulu, Hawaii.
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.
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2
HI
03/22/2024 - Present
LPL Financial LLC (HONOLULU HI)
HI
05/03/2017 - 12/14/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
05/06/2010 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
03/30/2007 - 04/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
HI
01/09/2006 - 02/27/2007
FIRST PACIFIC SECURITIES, INC. (HONOLULU HI)
KS
09/23/2004 - 01/20/2006
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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