Mark Akio Imada
CFP®Professional Summary
Mark Akio Imada, CFP®, who also goes by Mark A Imada, was a registered financial advisor. Mark was a previously registered financial professional and started their career in finance 1986 - 2025. Mark had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 10, Series 9 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mark A Imada
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
PERSONAL FINANCIAL EVALUATIONS
Contact Information
Main Address
Honolulu, HIMailing Address
Po Box 25384, Honolulu, HI 96825Phone Number
(808) 754-6204# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jul 1989About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1986About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2003About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2003About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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