Kainoa Dall
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Equitable Advisors, LLCAug 2026 to now
- UnemployedJul 2026 to Aug 2026
- Hawaiiusa FcuAug 2025 to Jul 2026
- La Vanta RecordsApr 2025 to Aug 2025
- UnemployedFeb 2025 to Apr 2025
- Oregon State Credit UnionSep 2023 to Jan 2025
- UnemployedJul 2023 to Sep 2023
- WalmartSep 2020 to Dec 2021
- Oregon State UniversitySep 2018 to Sep 2023
- UnemployedJun 2018 to Sep 2018
- Kapolei High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (HI).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8298340
- Firm CRD
- 6627