Karen Egbert (CRD# 4377513) is an Investment Advisor Representative working at Mariner Independent in Bellingham, WA and has over 10 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Platform Solutions | Bellingham, WA | Apr 2022 - Current | 2 |
| Mauro Capital Management, LLC | Bellingham, WA | Apr 2022 - Current | 2 |
| Ubs Financial Services Inc. | Bellingham, WA | May 2015 - Apr 2022 | 6 |
| Merrill Lynch Pierce Fenner & Smith Incorporated | Bellingham, WA | Jul 1991 - May 2015 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- WA
-
Total Assets Under Management4,346MILLIONS
-
Total Number of Accounts8,802ACCOUNTS
-
Average Account Value$493,709
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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