Sean
Okamoto
Lpl Financial LLC
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About this Advisor
Sean Okamoto is a financial advisor operating in Honolulu, Hawaii. Okamoto currently works for Lpl Financial LLC. Over the course of their career, they have held roles at Bancwest Investment Services, First Hawaiian Bank, Raymond James Financial Services, Inc, First Hawaiian Advisors Dba, Raymond James Financial Services Advisors Inc and Lpl Financial LLC. Okamoto holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Hawaii. Lpl Financial LLC is a financial advisory company based out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets under management between its 1,688,501 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. The business offers a number of services, such as 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 advice usually vary depending on the type of financial services. Fees billed by Lpl Financial LLC can be comprised of some blend 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
Sean Okamoto Work History
Sean has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
First Hawaiian Advisors Dba
Bancwest Investment Services
First Hawaiian Bank
*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 Sean Okamoto 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
Lawrenceburg, IN
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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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