Karen Ness (CRD# 5132288) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Elko, NV and has over 7 years of experience in the finance industry.
CRD# 4204139
Read & Powell Financial Services, LLC
CRD# 6233580
Edward Jones
CRD# 5599140
G&s Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Advisors Inc. | Elko, NV | Mar 2017 - Current | 7 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Sep 2016 - Current | 7 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jul 2016 - Current | 7 |
| Nav.com | Draper, UT | Sep 2017 - Apr 2022 | 4 |
| Bamboohr | Lindon, UT | Sep 2017 - Apr 2022 | 4 |
| Benfits Pal | Dallas, TX | Sep 2017 - Dec 2020 | 3 |
| Barrick Goldstrike Mines | Carlin, NV | Oct 2011 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- NV
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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