Kamalu Kaluhiokalani
CRD Number: 6205885Current Firm: Raymond James Financial Services Advisors, Inc.
Kamalu Kaluhiokalani (CRD# 6205885) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kaneohe, HI and has over 7 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Honolulu, HI | Aug 2019 - Current | 4 |
| First Hawaiian Advisors | Kaneohe, HI | Aug 2019 - Current | 4 |
| Raymond James Financial Services Advisors, Inc. | Honolulu, HI | Aug 2019 - Current | 4 |
| First Hawaiian Bank | Kaneohe, HI | Aug 2019 - Current | 4 |
| Unemployed | Provo, UT | Mar 2019 - Aug 2019 | < 1 |
| Bank Of America, N.a. | Provo, UT | Mar 2017 - Mar 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo, UT | Jul 2016 - Mar 2019 | 2 |
| Extended Travel | Auckland, | May 2016 - Jul 2016 | < 1 |
| Brigham Young University | Provo, UT | Aug 2012 - May 2016 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento, CA | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Honolulu, HI | Jun 2014 - Aug 2014 | < 1 |
| Frederico Landscape Management | Provo, UT | May 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- HI
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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