Karen Weigold, financial advisor North Conway NH
93 score

Karen Weigold

CRD Number: 4482231
Current Firm: Citizens Securities, Inc.

Karen Weigold (CRD# 4482231) is an Investment Advisor Representative working at Citizens Securities, Inc. in North Conway, NH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. North Conway, NH Oct 2017 - Current < 1
Citizens Securities, Inc. North Conway, NH Jan 2011 - Oct 2017 6
Lucy Hardware Intervale, NH Dec 2006 - Jan 2011 4
Karen G. Weigold Glen, NH Oct 1984 - Jan 2011 26
Ameriprise Financial Services, Inc. Minneapolis, MN Oct 2009 - Jan 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Oct 2003
Contact Info for Karen G. Weigold
Phone Number: 1-800-942-8300
Registered State(s):
  • AZ
  • ME
  • NH
  • VT
  • FL
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, 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
93
Clean Record
This advisor has a clean track record with regulators.

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