Kit Okazaki (CRD# 4496501) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Makawao, HI and has over 22 years of experience in the finance industry.
CRD# 5688894
Edward Jones
CRD# 2922051
Lpl Financial LLC
CRD# 6538887
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Makawao, HI | Jun 2023 - Current | < 1 |
| State Farm Investment Management Corp. | Makawao, HI | Mar 2021 - Current | 3 |
| Kit Okazaki Insurance Agency | Makawao, HI | Nov 2010 - Current | 13 |
| State Farm Vp Management Corp. | Makawao, HI | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- HI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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