Daryl Okken (CRD# 5752642) is an Investment Advisor Representative working at Mtm Financial Group, LLC in Bethlehem, PA and has over 13 years of experience in the finance industry.
CRD# 6744635
Primerica Advisors
CRD# 4651897
Vicus Capital, Inc.
CRD# 5869116
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mtm Financial Group, LLC | Bethlehem, PA | Sep 2020 - Current | 3 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Jan 2010 - Current | 14 |
| Mtm Financial Group, LLC | Pennsylvania, PA | Jun 2009 - Current | 14 |
| Mtm Financial Group | Bethlehem, PA | Jun 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- NJ
- PA
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Total Assets Under Management488MILLIONS
-
Total Number of Accounts2,788ACCOUNTS
-
Average Account Value$175,114
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE, FL, NC, NJ, PA, TX, VA
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