Kailua Kona, HI 5660 Kopiko St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,678 advisors across 10,420 offices

Location

75 5660 Kopiko St Ste A1

Kailua Kona HI 96740

Advisors at this office

3

Advisors at this office

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Charles C

Series 63, Series 65

Kailua Kona, HI

LPL Financial

Charles Cope is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Raymond James Financial Services and Morgan Stanley. LPL Financial is a nationally registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Taylor E

CFP®, Series 63, Series 65

Kailua Kona, HI

LPL Financial

Taylor Easley is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Raymond James Financial Services for 16 years and has owned Easley Corporation since 1996. Easley also manages Easley Wealth Management and Easley & Associates, both established in 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolio options.

College savings (529s, UTMA, etc.)
user avatar

Esai E

Series 66

Kailua Kona, HI

LPL Financial

Esai Easley is a financial advisor at LPL Financial with Series 66 credentials and a year of industry experience. Prior to joining LPL, he was associated with Raymond James Financial Services and operated Easley Wealth Management. He has also held roles outside finance, including positions with Paradise Valley Country Club, Sporting Kansas City, Grand Canyon University, and Makua Lani High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charities. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by extensive research and technology.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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