Karen Cameron (CRD# 3021618) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in North Palm Beach, FL and has over 25 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northern Trust Securities, Inc. | North Palm Beach, FL | Jun 2016 - Current | 7 |
| Northern Trust Bank | North Palm Beach, FL | May 2016 - Current | 7 |
| Morgan Stanley | Vero Beach, DC | Dec 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management1,026MILLIONS
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Total Number of Accounts2,110ACCOUNTS
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Average Account Value$486,379
- A percentage of assets under your management
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