Troy Enoka (CRD# 6525003) is an Investment Advisor Representative working at Lpl Financial LLC in Honolulu, HI and has over 6 years of experience in the finance industry. Troy Enoka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Island Wealth Management (takemayu Llc / Fka:island Wealth Llc) | Honolulu, HI | Mar 2021 - Current | 3 |
| Lpl Financial, LLC | Honolulu, HI | Jul 2018 - Current | 5 |
| Island Wealth Management | Honolulu, HI | Jul 2015 - Current | 8 |
| Rising Summit, LLC | Honolulu, HI | Jun 2014 - Aug 2020 | 6 |
| Media 3 | New York, NY | Jul 2017 - Jan 2020 | 2 |
| New York University | New York, NY | Sep 2015 - May 2018 | 2 |
| Media 3 | New York, NY | Jul 2017 - Dec 2017 | < 1 |
| Punahou School | Honolulu, HI | Apr 2013 - Dec 2016 | 3 |
| Punahou School | Honolulu, HI | Aug 2002 - May 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
| S63 | Uniform Securities State Law Examination | Oct 2018 |
- HI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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