Invested Better
Advisors in Hawaii
1,091 Results
Unclaimed

LPL Financial LLC

location

AIEA, HI

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Kenji Carroll is an investment advisor representative with LPL Financial LLC. Kenji has been in the securities industry since 1993. Kenji has been registered with LPL Financial LLC since 2025. Prior to that, Kenji was registered with Crown Capital Securities, L.P., Ameriprise Advisor Services, Inc., Park Avenue Securities LLC, and MONY Securities Corp. Kenji holds Series 6, 7, 63, and 65 licenses. Kenji's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Educational Seminars. Kenji also provides consulting and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Equitable Advisors, LLC

location

HONOLULU, HI

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Alexander k. Barnes is a registered representative with Equitable Advisors, LLC. Kenneth has been in the securities industry since 2001. Kenneth is licensed to offer securities products and services in Arizona, California, Colorado, Florida, Hawaii, Kentucky, Missouri, Oregon, Pennsylvania, Texas, and Virginia. Kenneth has experience with a range of financial products and services, including financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

HONOLULU, HI

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Kaneshiro is a financial advisor with LPL Financial LLC, a registered investment advisor firm located in Fort Mill, South Carolina. Kenneth holds the Series 6, Series 63, and SIE licenses and has been in the industry since February 16, 1994. Kenneth is a Certified Financial Planner and works primarily with high-net-worth individuals, corporations, and charitable organizations. Kenneth is also registered as an Investment Advisor Representative in Texas, Hawaii, and several other states. Kenneth has a variety of experience working with various clients and is committed to providing personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Honolulu, HI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Ikeda is a financial advisor with over 23 years of experience in the financial services industry. Kenneth is currently registered with Morgan Stanley and has been with the firm since August 2012. Prior to that, Kenneth worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Kenneth holds the Series 3, 7, 31, 63 and 65 licenses, and is registered to provide investment advice in a variety of states. Kenneth is also a trustee of the Ikeda Family Irrevocable Trust.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

UBS Financial Services Inc.

location

HONOLULU, HI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Mingkong Lai is a financial advisor with UBS Financial Services Inc. in Honolulu, Hawaii. Kenneth has been in the financial industry since 1996 and has a wide range of experience in providing financial advice. Kenneth specializes in serving the needs of high-net-worth individuals, corporations, and charitable organizations. He is also experienced in providing financial planning, portfolio management, and retirement planning services. Kenneth is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Equitable Advisors, LLC

location

HONOLULU, HI

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kent Akio Kamita is a financial advisor with Equitable Advisors, LLC, working out of the Honolulu branch. Kent has been in the industry since 1992, and is registered in seven states: Arizona, California, Colorado, Hawaii, Nevada, Ohio, and Washington. Kent's specializations include providing financial planning, pension consulting, educational seminars, and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

HONOLULU, HI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Keoki Ching is a financial advisor at Edward Jones. Keoki is a registered representative in both Hawaii and Texas, and holds Series 7 and Series 66 licenses. Keoki's experience in the industry began on April 12, 2012, and Keoki provides investment advice for individuals, businesses, and pension and profit-sharing plans. Keoki Ching specializes in financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

HONOLULU, HI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Keone James MacHida is a financial advisor at Ameriprise Financial Services, LLC, registered in Hawaii. Keone James has been working in the financial industry since October 2, 2023. Keone James holds the Series 66, Series 7TO and SIE licenses. Keone James provides financial planning, portfolio management, and asset allocation services to individuals, businesses, and institutions. Keone James is also a registered investment advisor representative in Hawaii.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Morgan Stanley

location

Honolulu, HI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Keoni H. Lee is a registered investment advisor representative with Morgan Stanley. Keoni has been in the financial services industry since 2014. Keoni holds a Series 7, Series 66, and SIE licenses. Keoni is registered in 28 states and has been active with Morgan Stanley since 2012. Keoni provides financial planning, investment management, and pension consulting services to individuals, businesses, high-net-worth individuals, investment clubs, and charitable organizations. Keoni is a board member of the Hawaii Estate Planning Council. Keoni's office is located at 733 Bishop Street, Suite 2800, Honolulu, HI 96813.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

HONOLULU, HI

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Keri Nishimura is an investment advisor representative with Wells Fargo Clearing Services, LLC, with a focus on providing financial planning and investment management services. Keri has been working in the financial industry since 2008 and holds the Series 7, Series 66, and SIE licenses. Keri is also a Certified Financial Planner. Keri has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service and advice. Keri is registered with the state of Hawaii, Texas and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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