Kara HarmonCRD Number: 4457407
Current Firm: Moneta Group Investment Advisors, LLC
Kara Harmon (CRD# 4457407) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry. Kara Harmon 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.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Moneta Group Investment Advisors, LLC||Clayton, MO||Jan 2015 - Current||3|
|Moneta Group Investment Advisors, LLC||Clayton, MO||Jan 2005 - Current||13|
|Moneta Group, LLC||Clayton, MO||Jan 2005 - Dec 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
Total Assets Under Management16,195MILLIONS
Total Number of Accounts21,737ACCOUNTS
Average Account Value$745,037
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI