Steven Kira, financial advisor Waialua HI

Steven Kira

CRD Number: 2793943
Current Firm: Lincoln Financial Securities Corporation

Steven Kira (CRD# 2793943) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Waialua, HI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Waialua, HI Jun 2008 - Current 15
Highland Capital Brokerage Honolulu, HI Feb 2004 - Current 20
Honolulu Jube General Agency Honolulu, HI Feb 2004 - Current 20
Town & Country Golf Pearl City, HI Sep 1981 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Steven Y. Kira
Phone Number: 800-237-3813
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
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
  • Selection of other advisers (including private fund managers)
  • 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, WY

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