Karen WeinholdCRD Number: 6199422
Current Firm: Td Private Client Wealth LLC
Karen Weinhold (CRD# 6199422) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Signator Investors, Inc.
|Td Private Client Wealth LLC||Concord, NH||May 2013 - Current||4|
|Td Bank, N.a.||Concord, NH||Dec 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management1,061MILLIONS
Total Number of Accounts1,318ACCOUNTS
Average Account Value$804,695
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV