Karen BrownCRD Number: 6372214
Current Firm: Opes Advisors, Inc.
Karen Brown (CRD# 6372214) is an Investment Advisor Representative working at Opes Advisors, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Opes Advisors||Palo Alto, CA||Jan 2009 - Current||8|
|Adamarc Financial||Menlo Park, CA||Aug 1999 - Jan 2009||9|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA