Jarrett Imamura, financial advisor Kihei HI
96 score

Jarrett Imamura

CRD Number: 3036591
Current Firm: Lpl Financial LLC

Jarrett Imamura (CRD# 3036591) is an Investment Advisor Representative working at Lpl Financial LLC in Kihei, HI and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Honolulu, HI Jul 2011 - Current 5
American Savings Bank Honolulu, HI Apr 2011 - Current 5
Uvest Financial Services Charlotte, NC Apr 2011 - Jul 2011 < 1
Lpl Financial Honolulu, HI Nov 2010 - Apr 2011 < 1
Principal Life Insurance Co Honolulu, HI Dec 2003 - Dec 2010 7
Princor Financial Service Honolulu, HI Dec 2003 - Nov 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Jarrett S. Imamura
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • HI
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
96
Clean Record
This advisor has a clean track record with regulators.

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