Karmen Gearhart, financial advisor Muskegon MI

Karmen Gearhart

CRD Number: 3073928
Current Firm: Lpl Financial LLC

Karmen Gearhart (CRD# 3073928) is an Investment Advisor Representative working at Lpl Financial LLC in Muskegon, MI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Muskegon, MI Aug 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Karmen K. Gearhart
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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