Kevin Okim Email & Phone Number
Managing Partner, Okim Wealth Management and Financial Advisor, Raymond James Financial Services @ Raymond James
Kevin Okim's Location
Bethesda, MD, US
Kevin Okim's Work
- Managing Partner, Okim Wealth Management and Financial Advisor, Raymond James Financial Services @ Raymond James
- Financial Advisor @ Edward Jones Investment Co
Kevin Okim's Education
- University of Maryland College Park
BS (Accounting)
1991 - 1995
Kevin Okim's Skills
- Uniform Combined State Law
- Portfolio Management
- IRAs
- Series 63
- Investment Strategies
- Strategic Financial Planning
- Strategic Financial
- 529 Plans
- College Savings Plans
- Fixed Annuities
Kevin Okim's Summary
Kevin Okim, based in Bethesda, MD, US, is currently a Managing Partner, Okim Wealth Management and Financial Advisor, Raymond James Financial Services at Raymond James, bringing experience from previous roles at Edward Jones. Kevin Okim holds a 1991 - 1995 BS in Accounting @ University of Maryland College Park. With a robust skill set that includes Uniform Combined State Law, Portfolio Management, IRAs, Series 63, Investment Strategies and more, Kevin Okim contributes valuable insights to the industry. Kevin Okim has 1 email on RocketReach.
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