Karen Van Voorhis, financial advisor Norwell MA

Karen Van Voorhis

CRD Number: 4573506
Current Firm: Ameritas Advisory Services, LLC

Karen Van Voorhis (CRD# 4573506) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Norwell, MA and has over 22 years of experience in the finance industry. Karen Van Voorhis 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
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Daniel J. Galli & Associates Norwell, MA Jan 2019 - Current 5
Ameritas Investment Corp Lincoln, NE Feb 2019 - Nov 2021 2
Lion Street Advisors Newton, MA Feb 2017 - Nov 2018 1
Sapers & Wallack, Inc. Newton, MA Oct 2012 - Nov 2018 6
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Feb 2017 < 1
Nfp Advisor Services Austin, TX May 2015 - Apr 2016 < 1
Lexington Wealth Management Lexington, MA Sep 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for Karen E. Van Voorhis
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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