Financial Vision Advisory Services, LLC
Financial Vision Advisory Services, LLC (CRD# 125195) is a financial advisory firm headquartered in Honolulu, HI. They manage $5,969,911 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$186,560
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sheldon Shiira (CRD# 1568086) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in Honolulu, HI and has over 30 years of experience in the finance industry. Sheldon Shiira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.