Karen MerrittCRD Number: 5956744
Current Firm: Lincoln Financial Securities Corporation
Karen Merritt (CRD# 5956744) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Raleigh, NC and has over 5 years of experience in the finance industry.
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|Lincoln Financial Securities Corporation||Raleigh, NC||Sep 2011 - Current||5|
|Karen S. Merritt, Cpa||Raleigh, NC||Jan 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV