Karina Sales Linehan (CRD# 6557306) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Morristown, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sagebroadview Wealth Management, LLC | Farmington, CT | Sep 2021 - Current | 2 |
Sagebroadview Wealth Management, LLC | Farmington, CT | Oct 2018 - Sep 2021 | 2 |
Northwestern Mutual Wealth Management Company | Paramus, NJ | Mar 2018 - Jul 2018 | < 1 |
Northwestern Mutual Life Insurance Company | Paramus, NJ | Jan 2017 - Jul 2018 | 1 |
Jeffrey Buffum | New York, NY | Jul 2016 - Jan 2017 | < 1 |
Northwestern Mutual Life Insurance Company | New York, NY | Oct 2015 - Jul 2016 | < 1 |
Johnson And Johnson Corporate Internal Audit | New Brunswick, NJ | Jun 2010 - Oct 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2018 |
S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- NJ
-
Total Assets Under Management318MILLIONS
-
Total Number of Accounts586ACCOUNTS
-
Average Account Value$542,016
- 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
- Selection of other advisers (including private fund managers)
- Other
CT, FL, MA, NH, NJ, NY, PA
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