Tadao Okamoto (CRD# 6074415) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has 1 year of experience in the finance industry. Tadao Okamoto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Services Inc. | Montpelier, VT | Jun 2018 - Current | 6 |
Sortino Financial Group | Timonium, MD | Oct 2016 - Current | 7 |
Unemployed | Pound Ridge, NY | Feb 2016 - Sep 2016 | < 1 |
Anderson Mulholland & Associates | Westchester, NY | Mar 2014 - Feb 2016 | 1 |
- MD
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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