Lars Okeson, financial advisor Reston VA
90 score

Lars Okeson

CRD Number: 6016170
Current Firm: Pagnato Karp Partners, LLC

Lars Okeson (CRD# 6016170) is an Investment Advisor Representative working at Pagnato Karp Partners, LLC in Reston, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pagnato Karp Partners, LLC Reston, VA Mar 2016 - Current < 1
Hightower Securities, LLC Reston, VA Feb 2016 - Feb 2016 < 1
Hightower Advisors, LLC Reston, VA Feb 2016 - Feb 2016 < 1
Sanford C. Bernstein & Company, LLC Washington Dc, DC Jan 2012 - Feb 2016 4
Revolution LLC Washington, DC Jan 2007 - Dec 2011 4
Servervault Corp. Dulles, VA Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Lars G. Okeson
Phone Number: 703.468.2700
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,185
    MILLIONS
  • Total Number of Accounts
    1,818
    ACCOUNTS
  • Average Account Value
    $651,646
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, FL, MD, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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