Karen BeardCRD Number: 5450762
Current Firm: Strategic Advisers, Inc.
Karen Beard (CRD# 5450762) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Mount Kisco, NY and has over 9 years of experience in the finance industry.
Altium Wealth Management LLC
H. Beck, Inc.
Karagosian Financial Services, Inc.
|Fidelity Investments||Cincinnati, OH||Sep 2007 - Current||10|
|Beluga Restaurant||Cincinnati, OH||Nov 2006 - Mar 2010||3|
|The Fischer Group||Crestview Hills, KY||Jun 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV