Unclaimed Profile

Daniel O'korn

OAK CITY INVESTMENT MANAGEMENT LLC·CARY, North Carolina

Clean recordOAK CITY INVESTMENT MANAGEMENT LLC

1903 N. HARRISON AVENUE, CARY, NC 27513CRD# 6929434Firm CRD# 293018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel O'korn · CARY, NC

Registration

CRD #6929434 · OAK CITY INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel O'korn is a registered financial advisor based in CARY, North Carolina, affiliated with OAK CITY INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

OAK CITY INVESTMENT MANAGEMENT LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at OAK CITY INVESTMENT MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6929434

Firm CRD# 293018

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel O'korn offer?

Daniel O'korn specializes in Retirement Planning, Wealth Management. Contact their office in CARY, North Carolina for a consultation.

What are Daniel O'korn's credentials?

Daniel O'korn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel O'korn located?

Daniel O'korn is based in CARY, North Carolina, working with OAK CITY INVESTMENT MANAGEMENT LLC. Their office serves clients in the CARY metropolitan area and surrounding communities.

How does Daniel O'korn charge for services?

Daniel O'korn's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAK CITY INVESTMENT MANAGEMENT LLC?

OAK CITY INVESTMENT MANAGEMENT LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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