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Everett Spencer Mcdaniel

PACIFIC ISLANDS WEALTH MANAGEMENT LLC·HONOLULU, Hawaii
Clean recordPACIFIC ISLANDS WEALTH MANAGEMENT LLC
1314 S. KING STREET, HONOLULU, HI 96814CRD# 2837345Firm CRD# 156532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Everett Spencer Mcdaniel · HONOLULU, HI
Registration
CRD #2837345 · PACIFIC ISLANDS WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Everett Spencer Mcdaniel is a registered financial advisor based in HONOLULU, Hawaii, affiliated with PACIFIC ISLANDS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PACIFIC ISLANDS WEALTH MANAGEMENT LLC
INVESTMENT MANAGEMENT HAWAII
AUM
$144M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PACIFIC ISLANDS WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2837345
Firm CRD# 156532
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Everett Spencer Mcdaniel offer?
Everett Spencer Mcdaniel specializes in Investment Management, Fee-Only Advisory. Contact their office in HONOLULU, Hawaii for a consultation.
What are Everett Spencer Mcdaniel's credentials?
Everett Spencer Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Everett Spencer Mcdaniel located?
Everett Spencer Mcdaniel is based in HONOLULU, Hawaii, working with PACIFIC ISLANDS WEALTH MANAGEMENT LLC. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.
How does Everett Spencer Mcdaniel charge for services?
Everett Spencer Mcdaniel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC ISLANDS WEALTH MANAGEMENT LLC?
PACIFIC ISLANDS WEALTH MANAGEMENT LLC has approximately 3 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC ISLANDS WEALTH MANAGEMENT LLC

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HONOLULU, HI

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