Karleen OkinsCRD Number: 4549518
Current Firm: Raymond James & Associates, Inc.
Karleen Okins (CRD# 4549518) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 12 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Associates||St Petersburg, FL||Aug 2015 - Current||2|
|D.a. Davidson & Company||Helena, MT||Apr 2013 - Jul 2015||2|
|D.a. Davidson & Company||Bozeman, MT||Nov 2012 - Apr 2013||< 1|
|D.a. Davidson & Company||Bozeman, MT||Jul 2012 - Nov 2012||< 1|
|D.a. Davidson & Company||Bozeman, MT||Nov 2010 - Jul 2012||1|
|D.a. Davidson & Company||Great Falls, MT||Apr 2006 - Nov 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)
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