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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investments North Conway, NH Jan 2011 - Current 5
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
H&r Block Mortgage Services N. Concord, NH Apr 2003 - Feb 2008 4
H&r Block Financial Advisors, Inc. N. Conway, NH Oct 2001 - Feb 2008 6
H&r Block Intervale, NH Jan 1999 - Feb 2008 9
Vista Bookkeeping Intervale, NH Jun 1999 - Dec 2006 7
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):
  • NH
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, 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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