Kobby Okum, financial advisor Leesburg VA
93 score

Kobby Okum

CRD Number: 5472049
Current Firm: Edward Jones

Kobby Okum (CRD# 5472049) is an Investment Advisor Representative working at Edward Jones in Leesburg, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2008 - Current 8
West Business Services Stevens Point, WI Oct 2007 - Dec 2007 < 1
R-store Stevens Point, WI Jun 2007 - Aug 2007 < 1
University Of Wisconsin-stevens Point Stevens Point, WI Aug 2002 - Aug 2007 5
Uwsp Intramurals Stevens Point, WI Aug 2006 - May 2007 < 1
Uwsp Strength And Fintess Center Stevens Point, WI May 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Kobby K. Okum
Phone Number: 314-515-2000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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