Kevin OkimotoCRD Number: 4395833
Current Firm: Trellis Wealth Advisors, LLC
Kevin Okimoto (CRD# 4395833) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 11 years of experience in the finance industry.
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
San Luis Wealth Advisors
|Trellis Wealth Advisors, LLC||San Luis Obispo, CA||Jul 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management335MILLIONS
Total Number of Accounts461ACCOUNTS
Average Account Value$727,029
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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