Jason
Lau
Lpl Financial LLC
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About this Advisor
Jason Lau is a financial advisor who works out of Honolulu, Hawaii with a total of 3 years of industry experience. Lau is on the advisory team at Lpl Financial LLC. Throughout their career, they have worked at Bankoh Investment Services, Inc, Hawaii State Federal Credit Union, Cuso Financial Services, Lp and Lpl Financial. Lau has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Hawaii. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in total assets between its 1,688,501 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets. Lpl Financial LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on which service is offered. Fee types charged by Lpl Financial LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jason Lau Work History
Jason has been registered as a financial advisor for 3 years.*
Lpl Financial
Hawaii State Federal Credit Union
Cuso Financial Services, Lp
Bankoh Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Lau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Rochester, NY
Oldsmar, FL
Chico, CA
Ann Arbor, MI
Waukesha, WI
Naperville, IL
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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