Kevin Okim is a CFP-designated registered investment advisor, based in Reston, VA, with 20 years of industry experience.
Location
111750 Sunrise Valley Drive, Suite 103, Reston, VA, 20191
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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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Kevin is an officer and president of Okim Wealth Management LLC, focusing on financial planning and client wealth management. This activity takes about half of Kevin's time.
Employment History
Current Registrations
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
July 2005 - October 2023 · 18 yrs 3 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.