Paul OkawaCRD Number: 2466447
Current Firm: Planned Asset Management
Paul Okawa (CRD# 2466447) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 27 years of experience in the finance industry.
Wedbush Securities Inc.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|M. S. Howells & Company||Scottsdale, AZ||May 2019 - Current||2|
|Quantitative Strategies||Calabasas, CA||Jan 2003 - Current||18|
|Planned Asset Management||Calabasas, CA||Dec 1991 - Current||30|
|Independent Financial Group||San Diego, CA||Apr 2010 - May 2019||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1994|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management262MILLIONS
Total Number of Accounts248ACCOUNTS
Average Account Value$1,056,399
- 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
- Selection of other advisers (including private fund managers)
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