CT
Colin M. Teraoka
ALAKAI SECURITIES
Honolulu, HI 96813-4539
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CRD#: 7714356
CT
Professional summary
Colin Mamoru Teraoka, who also goes by Colin Teraoka, is a registered financial advisor currently at ALAKAI SECURITIES INC. located in Honolulu, Hawaii.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Colin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Colin Teraoka
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.
Alakai Group, Inc. Not investment related. 220 S. King St, Suite 1705 Honolulu, HI 96813 Nature of other business: Group holding company Position: Management Title: Owner, Executive Vice President Start date: January 29, 2023 Approximately 8 hours a month spent on this other business. Approximately 8 hours a month spent on this other during securities trading hours. Main duty is to manage the operations of the group holding companies. Alakai Global, Inc. Not investment related. 220 S. King St, Suite 1705 Honolulu, HI 96813 Nature of other business: Captive insurance management services Position: Management Title: Owner, Executive Vice President Start date: August 3, 2018 Approximately 40 hours a month spent on this other business. Approximately 40 hours a month spent on this other during securities trading hours. Main duty is to manage captive insurance services provided to clients. Alakai Financial, Inc. Not investment related. 220 S. King St, Suite 1705 Honolulu, HI 96813 Nature of other business: Accounting and tax services Position: Management Title:Owner, Executive Vice President Start date: August 20, 2020 Approximately 80 hours a month spent on this other business. Approximately 80 hours a month spent on this other during securities trading hours. Main duty is to manage accounting and tax services provided to clients. Alakai Life, Inc. Not investment related. 220 S. King St, Suite 1705 Honolulu, HI 96813 Nature of other business: Life insurance agency Position: Management Title: Owner, Executive Vice President Start date: January 25, 2021 Approximately 40 hours a month spent on this other business. Approximately 40 hours a month spent on this other during securities trading hours. Main duty is to manage life insurance products provided to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Colin Mamoru Teraoka'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®
NoneExperience
Current
May 18, 2023 - Present
ALAKAI SECURITIES INC.
Office #1: 220 S. King St Suite 1705, Honolulu, HI 96813-4539RIA
CRD#: 325911
Honolulu, 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(5/18/2023)
Current Firm
AS
ALAKAI SECURITIES INC.
ALAKAI SECURITIES INC.
CRD#: 325911 / SEC#:
Hawaii
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Contact information
Main Address
220 S. King St Suite 1705, Honolulu, HI 96813-4539
Mailing Address
Phone number
(808) 779-1245
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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