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Lorraine Koo Sim

Bankoh Investment Services, Inc.

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About Lorraine Koo Sim

Lorraine Koo Sim is a financial advisor who has been in the industry since 2009. Lorraine currently works at Bankoh Investment Services, Inc. Lorraine has previously worked for JP Morgan Securities LLC, Bancwest Investment Services, Inc., Essex National Securities, Inc., and LPL Financial Corporation. Lorraine holds Series 66, SIE and Series 7 licenses. Lorraine is a Certified Financial Planner. Lorraine is registered with the state of Hawaii and other states including Arizona, California, Nevada, Oregon and Washington. Lorraine specializes in providing financial planning, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

Firm Information

Lorraine Sim is currently registered with Bankoh Investment Services, Inc.. Bankoh Investment Services, Inc. is a corporation formed in October 1991 and headquartered in Honolulu, Hawaii. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. They have a total of 1,202 accounts under management with approximately $343.7 million in regulatory assets. Bankoh Investment Services, Inc. is registered with the SEC and in six states.
Bankoh Investment Services, Inc.

130 MERCHANT STREET

HONOLULU, HI 96813

$343.72M

Assets Under Management

711

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lorraine Sim’s Registration & Firm History

HI

11/30/2018 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

CA

05/08/2013 - 09/13/2018

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

CA

12/20/2011 - 04/25/2013

BANCWEST INVESTMENT SERVICES, INC. (LOS ANGELES CA)

CA

02/16/2010 - 12/05/2011

ESSEX NATIONAL SECURITIES, INC. (EL MONTE CA)

CA

12/02/2008 - 02/17/2010

LPL FINANCIAL CORPORATION (SANTA FE SPRINGS CA)

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Licenses & Designations

BOTH

Issued 01/08/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Lorraine Koo Sim. Review regulatory record here.
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