Karen ConradCRD Number: 1059140
Current Firm: Triangle Securities Wealth Management
Karen Conrad (CRD# 1059140) is an Investment Advisor Representative working at Triangle Securities Wealth Management in Raleigh, NC and has over 35 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Triangle Securities, LLC||Raleigh, NC||Sep 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1982|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management580MILLIONS
Total Number of Accounts810ACCOUNTS
Average Account Value$715,590
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, NC, PA, SC, TX, VA