Yoko
Farias
Bankoh Investment Services, Inc
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About this Advisor
Yoko Farias is a certified financial planner operating out of Honolulu, Hawaii who has 9 years of industry experience. Farias works at Bankoh Investment Services, Inc. They have been employed by Bankoh Investment Services, Inc for the entirety of their career. Farias holds a Series 63 license, which qualifies them as a securities representative, and can serve investors in Hawaii. Bankoh Investment Services, Inc is a firm headquartered in Honolulu, HI. The firm has offices in 21 locations and a total of 35 advisors. It administers $318 million in assets under management across its 1,177 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 1,177 customer accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely are based on the services. However, fee types charged by Bankoh Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bankoh Investment Services, Inc Brokerage Details
$318,211,078
35
1,177
$270,358
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Yoko Farias Work History
Yoko has been registered as a financial advisor for 9 years.*
Pacific Century Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Yoko Farias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bankoh Advisors
Kapolei, HI
Honolulu, HI
Lihue, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
