Karen Vavra, financial advisor Collegeville PA

Karen Vavra

CRD Number: 2918570
Current Firm: Vcm Wealth

Karen Vavra (CRD# 2918570) is an Investment Advisor Representative working at VCM Wealth. Ms. Vavra has over 17 years in the financial services industry. Prior to joining VCM, she has been affiliated with global asset management firms and banking organizations. Within her global asset management experience, she worked for The Vanguard Group specializing in portfolio management for non-profits, endowments and foundations. Within her banking experience, Ms. Vavra worked with nationally known financial institutions assisting them in the development of products and services offered to high net worth individuals and institutional investors.

Prior to financial services, Ms. Vavra held several positions with regional and international accounting firms specializing in employee benefits and taxation. Most notably, she worked for Deloitte LLP within their Employee Benefits group.

Ms. Vavra received her bachelor’s degree in accounting from the University of Missouri and her MBA with concentration in finance from Villanova University. She also holds a CPA license in the state of Pennsylvania.

 

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Company Name Location Dates Years
Bny Mellon Greater Philadelphia, PA Jul 2010 - Current 13
Vavra Capital Management, LLC Collegeville, PA Jul 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Karen S. Vavra
Phone Number: 610-489-3018
Advisor Website: www.vcm-wealth.com
Registered State(s):
  • PA
Current Firm Details
Vcm Wealth
Firm's CRD Number: 149307
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $286,130
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

DE, FL, NJ, PA

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