Karen Smith (CRD# 2945809) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Hood River, OR and has over 26 years of experience in the finance industry. Karen Smith 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.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buckingham Strategic Wealth, LLC | Clayton, MO | May 2023 - Current | < 1 |
| Hausman Advisors LLC | Hood River, OR | Mar 2011 - Apr 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- OR
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Total Assets Under Management27,028MILLIONS
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Total Number of Accounts48,507ACCOUNTS
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Average Account Value$557,191
- A percentage of assets under your management
- Hourly charges
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