Mikal Moranz (CRD# 7666828) is an Investment Advisor Representative working at Lpl Financial LLC in Lihue, HI and has 1 year of experience in the finance industry.
CRD# 6345321
Edward Jones
CRD# 6851801
Raymond James Financial Services Advisors, Inc.
CRD# 6618059
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lihue, HI | Nov 2022 - Current | 1 |
| Kauai Tent And Party Rental | Kilauea, HI | Dec 2017 - Dec 2022 | 5 |
| Uneriveristy Of Hawaii At Manoa | Honolulu, HI | Aug 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- HI
-
Total Assets Under Management463,475MILLIONS
-
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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