![Jennifer Chun, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
Jennifer Chun (CRD# 2909066) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Honolulu, HI and has over 21 years of experience in the finance industry.
![Nicholas Abbott, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
CRD# 4818301
Mission Financial Group, LLC
![Chad Adams, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
CRD# 3199222
Ameriprise Financial Services, LLC
![Steve Adams, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
CRD# 1916417
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Alliance Associates, Inc. | Honolulu, HI | Feb 2005 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2003 |
S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- HI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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