Karen Burkhart, financial advisor Bethesda MD
96 score

Karen Burkhart

CRD Number: 1791881
Current Firm: Usaa Financial Planning Services

Karen Burkhart (CRD# 1791881) is an Investment Advisor Representative working at Usaa Financial Planning Services in Bethesda, MD and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Advisors Inc. Bethesda, MD Jan 2013 - Current 3
Usaa Financial Planning Services Bethesda, MD Jan 2013 - Current 3
Pruco Securities, LLC East Hanover, NJ Feb 2009 - Jan 2013 3
The Prudential Insurance Company Of America East Hanover, NJ Feb 2009 - Jan 2013 3
Market America Greensboro, NC Oct 2008 - Dec 2008 < 1
Unemployed Summit, NJ Jul 2008 - Oct 2008 < 1
Citi/smith Barney New York, NY Aug 2004 - Jul 2008 3
Citigroup Global Markets Inc. Short Hills, NJ Apr 1988 - Jan 2008 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Karen C. Burkhart
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • DC
  • MD
  • NJ
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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