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Dwayne M

Series 63, Series 65

Hilo, HI

LPL Financial

Dwayne Mukai is a financial advisor with LPL Financial in Hilo, Hawaii, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with LPL Financial for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Stacey W

Series 63, Series 65

Hilo, HI

LPL Financial

Stacey Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Bankoh Investment Services, Inc. from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research and utilizes various portfolio management strategies and technologies.

College savings (529s, UTMA, etc.)
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Barry J

Series 65, Series 66

Hilo, HI

LPL Financial

Barry Jensen is a financial advisor with LPL Financial in Hilo, Hawaii. He holds Series 65 and Series 66 licenses and has 22 years of industry experience, including 21 years with LPL Financial. Jensen is also involved with LTCi Partners LLC in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Robert W

Series 63

Hilo, HI

LPL Financial

Robert Williams is a financial advisor at LPL Financial with 30 years of industry experience and holds the Series 63 designation. He has been with LPL Financial since 2005, based in Hilo, Hawaii. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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