Derwin Osada, financial advisor Honolulu HI

Derwin Osada

CRD Number: 6017440
Current Firm: Lpl Financial LLC

Derwin Osada (CRD# 6017440) is an Investment Advisor Representative working at Lpl Financial LLC in Honolulu, HI and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Honolulu, HI Oct 2020 - Current 3
Tao Investments Hawai'i Honolulu, HI Aug 2019 - Current 4
Tsukazaki & Associates, LLC Honolulu, HI Dec 2011 - Current 12
Commonwealth Financial Network Waltham, MA Feb 2012 - Oct 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
Contact Info for Derwin K. Osada
Phone Number: 704-733-3300
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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