Steven Iwai, financial advisor Honolulu HI
93 score

Steven Iwai

CRD Number: 1963250
Current Firm: Lpl Financial LLC

Steven Iwai (CRD# 1963250) is an Investment Advisor Representative working at Lpl Financial LLC in Honolulu, HI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Linsco/private Ledger Corp. Honolulu, HI Jul 1990 - Current 26
Financial Profiles, Inc. Honolulu, HI Jun 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
Contact Info for Steven K. Iwai
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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