Abel Soares
HUI MALAMA FINANCIAL ADVISORS LLC
Waianae, HI
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CRD#: 7043532
Professional summary
Abel Soares III, CFP® is a registered financial advisor currently at HUI MALAMA FINANCIAL ADVISORS LLC located in Waianae, Hawaii.
Abel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Abel has worked at 1 firm .
Core Areas of Focus
Business Owners
Cash Flow/Budgets/Credit Issues
Divorce Planning
Entrepreneurs
Federal Employees
Financial Psychology/Coaching
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Small Business Planning
Comprehensive Financial Planni...
Investment Planning
Business Succession Planning
Debt Management
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Abel Soares III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
June 27, 2019 - Present
HUI MALAMA FINANCIAL ADVISORS LLC
RIA
CRD#: 299592
Waianae, HI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Hawaii(6/27/2019)
Exams
Current Firm
HUI MALAMA FINANCIAL ADVISORS LLC
HUI MALAMA FINANCIAL ADVISORS LLC
CRD#: 299592 / SEC#:
Hawaii
Registered Investment Advisory firm - (5/28/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Waianae, HI
Mailing Address
Phone number
(808) 222-9319
Established
Firm type
Fiscal year end
# of Employees
4
0
Red Flags
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