Calvin Uemura (CRD# 7316437) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hilo, HI and has over 3 years of experience in the finance industry.
CRD# 4509445
Chacko-hertz Financial Solutions LLC
CRD# 5176489
Lpl Financial LLC
CRD# 1729107
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| University Of Hawaii At Hilo | Hilo, HI | Aug 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Hilo, HI | Mar 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Hilo, HI | Dec 2020 - Current | 3 |
| First Hawaiian Advisors | Hilo, HI | Dec 2020 - Current | 3 |
| Live Simply Collective | Hilo, HI | Dec 2020 - Current | 3 |
| First Hawaiian Bank/dba | Hilo, HI | Nov 2020 - Current | 3 |
| Raymond James Financial Services, Inc. | Hilo, HI | Nov 2020 - Dec 2020 | < 1 |
| Unemployment | Hilo, HI | Sep 2020 - Oct 2020 | < 1 |
| Point Loma Nazarene University | San Diego, CA | Aug 2019 - Aug 2020 | 1 |
| Cu Hawaii | Hilo, HI | Aug 2018 - Aug 2019 | 1 |
| University Of Hawai At Hilo | Hilo, HI | Aug 2015 - Aug 2019 | 4 |
| Waiakea High School | Hilo, HI | Aug 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- HI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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