TrueAdvisor
TrueAdvisor
BK
BK

Brian Haruo Kurihara

Level Four Advisory Services
42 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Level Four Advisory Services
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$40K

Location

Honolulu, HI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Level Four Advisory Services
December 2021 - Present · 4 yrs 2 mos
Level Four Financial, LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Level Four Financial, LLC
October 2019 - December 2021 · 2 yrs 2 mos
Harbor Financial Services, LLC
September 2019 - October 2019 · 1 mo
Cantella & CO., INC.
May 2003 - October 2019 · 16 yrs 5 mos
Cantella & CO., INC.Broker
April 2002 - October 2019 · 17 yrs 6 mos
Royal Alliance Associates, INC.Broker
January 1997 - May 2002 · 5 yrs 4 mos
Keogler, Morgan & Company, INC.Broker
March 1991 - January 1997 · 5 yrs 10 mos
Painewebber IncorporatedBroker
March 1990 - March 1991 · 1 yr
Titan/value Equities Group, INC.Broker
January 1983 - March 1990 · 7 yrs 2 mos
Hart-Patterson & Associates, INC.Broker
September 1982 - November 1982 · 2 mos
State Registrations8 states
ARAZCOFLHINVTNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.