Kevin Okimoto, financial advisor San Luis Obispo CA

Kevin Okimoto

CRD 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.

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San Luis Wealth Advisors
Company Name Location Dates Years
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
Contact Info for Kevin J. Okimoto
Phone Number: 805-548-8920
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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