Experienced advisor team with more than $300 million in client assets returns to Equitable Advisors
October 10, 2024
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New York, New York – October 10, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that Shawn E. Hamada, Anna U.J. Kim and Sonnie O. Koko have joined its wealth management business, Equitable Advisors.
The experienced advisors moved from Osaic, where they managed more than $300 million in combined client assets. They are joined by their five team members. The group was drawn to Equitable Advisors for its supported independence model, open-architecture platform and technology solutions that help advisors grow their businesses.
Based in Honolulu, Hawaii, the team has more than six decades of combined experience in the industry and focuses on retirement and estate planning strategies for individuals, families and small businesses. Hamada and Kim co-lead the practice, which operates as Hamada/Kim Financial, LLC.
Hamada and Kim began their careers at AXA Advisors, now Equitable Advisors, and have been impressed with the enhancements that the firm has made over the last decade.
“At the end of the day, it’s all about our clients. We’re always striving to create a better and more personal experience,” said Kim. “Moving to Equitable Advisors gives us the resources, infrastructure and technology to help accomplish this goal with our own unique touches thanks to the flexibility the firm offers.”
Hamada added, “This is where we started our careers, and it feels like home. As we plan for growth and envision the future of our practice, we knew this was the best place for us. We see the value in Equitable Advisors’ supported independence model, which allows us to continue building our business in a way that aligns with our vision.”
With approximately $94 billion in assets under administration1 as of June 30, 2024, Equitable Advisors has more than 4,300 financial professionals across the country. Experienced advisors who join Equitable Advisors benefit from the firm’s supported independence model, which provides robust capabilities, resources and an unparalleled operational infrastructure. This includes an open-architecture platform, leading technology, marketing tools and real estate, as well as support with succession planning, team formation and compliance.
About Equitable
Equitable, a principal franchise of Equitable Holdings, Inc. (NYSE: EQH), has been one of America’s leading financial services providers since 1859. With the mission to help clients secure their financial well-being, Equitable provides advice, protection and retirement strategies to individuals, families and small businesses. Equitable has more than 8,000 employees and Equitable Advisors financial professionals and serves 3 million clients across the country. Please visit equitable.com for more information.
1 Equitable Holdings Second Quarter 2024 financial results
Reference to the 1859 founding applies specifically and exclusively to Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY).
AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020).
Duly registered and licensed Equitable Advisors Financial Professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.)
“Advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (1345 Avenue of the Americas, NY, NY); Equitable Financial Life Insurance Company of America, AZ stock company with an administrative office located in Charlotte, NC; Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN); and Equitable Distributors, LLC.
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