Taylor Takashi Hara
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMay 2025 to now
- LPL FianacialApr 2025 to now
- Robinhood Markets, IncJun 2022 to Apr 2025
- Robinhood Financial, LLCApr 2022 to Apr 2025
- InvescoMar 2020 to Jan 2022
- Regions BankAug 2019 to Feb 2020
- LPL Financial LLCMay 2019 to Mar 2020
- Hara Financial ServicesApr 2019 to Mar 2020
- PublixApr 2019 to Aug 2019
- WaitrFeb 2019 to Apr 2019
- Snap-raiseAug 2018 to Feb 2019
- The Hershey CompanyJan 2018 to Jul 2018
- UnemployedJul 2017 to Jan 2018
- Auburn UniversityAug 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6735987
- Firm CRD
- 6413