Deborah Okim is a registered investment advisor, based in Reston, VA, with 22 years of industry experience.
Location
11790 Sunrise Valley Drive, Suite 103, Reston, VA, 20191
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Deborah is an officer and Vice President at Okim Wealth Management LLC, where she is involved in financial planning and client wealth management. This takes about half of Deborah's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Edward Jones
October 2008 - October 2023 · 15 yrs
Edward JonesBroker
March 2004 - October 2023 · 19 yrs 7 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAHIILINMDMIMNNCNHNJNVNYOHORPASCSDTNTXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.