Karen Chancy, financial advisor Naples FL
96 score

Karen Chancy

CRD Number: 3149625
Current Firm: Raymond James & Associates, Inc.

Karen Chancy (CRD# 3149625) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Naples, FL and has over 16 years of experience in the finance industry. Karen Chancy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James & Associates, Inc. Naples, FL Feb 2013 - Current 3
Morgan Keegan And Company, Inc. Naples, FL Jan 2006 - Feb 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2000
Contact Info for Karen M. Chancy
Phone Number: 727-567-1000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
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)
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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