Pearl DuponteCRD Number: 4494217
Current Firm: Raymond James Financial Services Advisors, Inc.
Pearl Duponte (CRD# 4494217) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Honolulu, HI and has over 20 years of experience in the finance industry.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|Raymond James Financial Services Advisors, Inc.||Honolulu, HI||Dec 2021 - Current||< 1|
|Raymond James Financial Services||Honolulu, HI||May 2017 - Current||5|
|First Hawaiian Advisors||Honolulu, HI||Aug 2008 - Current||13|
|First Hawaiian Bank||Honolulu, HI||Aug 2005 - Current||16|
|Bancwest Investment Services||Honolulu, HI||Aug 2008 - May 2017||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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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