Karen Tisdale, financial advisor Fayetteville NC

Karen Tisdale

CRD Number: 5418992
Current Firm: Securities America Advisors, Inc.

Karen Tisdale (CRD# 5418992) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fayetteville, NC and has over 16 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Securities America, Inc. Fayetteville, NC Sep 2020 - Current 3
Securities America Advisors, Inc. Fayetteville, NC Sep 2020 - Current 3
Brown & Associates Investment Services Fayetteville, NC Sep 2007 - Current 16
Securities Service Network, Inc. Fayetteville, NC Oct 2017 - Sep 2020 2
Ssn Advisory, Inc. Fayetteville, NC Oct 2017 - Sep 2020 2
National Planning Corporation Fayetteville, NC Jan 2010 - Oct 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Karen B. Tisdale
Phone Number: 402-399-9111
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, WY

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