Karl Slavik (CRD# 5524414) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Greenwood, IN and has over 15 years of experience in the finance industry. Karl Slavik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Indianapolis, IN | Jun 2009 - Current | 14 |
| Fifth Third | Indianapolis, IN | Feb 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- IN
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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