Sean OkamotoCRD Number: 4494429
Current Firm: Raymond James Financial Services Advisors, Inc.
Sean Okamoto (CRD# 4494429) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Honolulu, HI and has over 21 years of experience in the finance industry.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|Raymond James Financial Services Advisors Inc.||Honolulu, HI||Jun 2019 - Current||3|
|Raymond James Financial Services, Inc.||Honolulu, HI||May 2017 - Current||5|
|First Hawaiian Advisors Dba||Honolulu, HI||May 2017 - Current||5|
|First Hawaiian Bank||Honolulu, HI||Jun 2009 - Jul 2022||13|
|Bancwest Investment Services||Honolulu, HI||Jun 2009 - May 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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