Lane
Nakashima

Commonwealth Financial Network

CRD#1724012
Investment Advisor
in Kahului, HI

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About this Advisor

Lane Nakashima is a financial advisor operating in Kahului, Hawaii, who has been in the advisory business for 10 years. Nakashima is an employee of Commonwealth Financial Network. The advisor has gained experience at Commonwealth Financial Network. Nakashima maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Hawaii. Commonwealth Financial Network is a financial advisory company that has its headquarters in Kahului, Hawaii. It has offices in 1,090 locations and a total of 3,400 financial advisors. It oversees $111 billion in assets under management between its 436,517 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 277 charities and foundations. Of its 436,517 customer accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Commonwealth Financial Network has a number 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, publication of newsletters and educational seminars. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

360 Hoohana Street Suite 206
Kahului, HI 96732

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

HI Average: $16,012,751,954
Total Number of Employees

3,400

HI Average: 118
Total Number of Accounts

436,517

HI Average: 4,567
Average Account Size

$255,295

HI Average: $3,506,186

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Lane Nakashima Work History

Lane has 10 years of experience.

2010 - Present (11 years)

Commonwealth Financial Network

2010 - Present (11 years)

Commonwealth Financial Network

Disclosures

Lane Nakashima has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Kent Hickey
Allentown, PA
Timothy Helman
Waltham, MA
William Gallagher
Wilmington, DE
Matthew Hall
Raleigh, NC
Jason Dohaney
North Adams, MA
Christopher Mitchell
Waltham, MA
Ashley Riley
Worcester, MA

This content was compiled from the SEC and FINRA.

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