Karen McAfeeCRD Number: 3024271
Current Firm: Morley Capital Management, Inc.
Karen McAfee (CRD# 3024271) is an Investment Advisor Representative working at Morley Capital Management, Inc. in Lake Oswego, OR and has over 18 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Princor Financial Services Corporation||Portland, OR||Oct 2007 - Current||9|
|Morley Capital Management||Portland, OR||Feb 1996 - Current||20|
|Gartmore Distribution Services, Inc.||Conshohocken, PA||Apr 2002 - Sep 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1998|
Total Assets Under Management16,696MILLIONS
Total Number of Accounts18ACCOUNTS
Average Account Value$927,577,436
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)