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Karen Sciarra (CRD# 2502226) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Washington, PA and has over 29 years of experience in the finance industry.
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CRD# 4568497
Tower Bridge Advisors
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CRD# 4815850
Vanguard Advisers, Inc.
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CRD# 6416780
Vanguard Advisers, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Global Retirement Partners, LLC | San Rafael, CA | Mar 2019 - Current | 5 |
Independent Financial Partners | Fort Washington, PA | Dec 2010 - Mar 2019 | 8 |
Lpl Financial, LLC | Fort Washington, PA | Nov 2010 - Mar 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1994 |
S65 | NASAA Investment Advisors Law Examination | May 2008 |
- FL
- IL
- MD
- PA
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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