Aaron Monoogan (CRD# 7011618) is an Investment Advisor Representative working at Lpl Financial LLC in Kahului, HI and has over 4 years of experience in the finance industry.
CRD# 1574236
Morgan Stanley
CRD# 5688894
Edward Jones
CRD# 2922051
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Kahului, HI | Apr 2019 - Current | 5 |
| Central Pacific Bank | Kahului, HI | Apr 2019 - Current | 5 |
| University Of Hawaii At Manoa | Honolulu, HI | Aug 2014 - Jan 2019 | 4 |
| American Savings Bank | Honolulu, HI | Aug 2018 - Nov 2018 | < 1 |
| American Savings Bank | Honolulu, HI | Jun 2018 - Jul 2018 | < 1 |
| King Kekaulike High School | Pukalani, HI | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- HI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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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