Karen Lipson (CRD# 7411452) is an Investment Advisor Representative working at Chasing Value Asset Management, Inc. in San Diege, CA and has over 2 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chasing Value Asset Management, Inc. | Santa Monica, CA | Aug 2017 - Current | 6 |
| Self Employed | Santa Monica, CA | May 2016 - Aug 2017 | 1 |
| Northern Arizona University | Flagstaff, AZ | Feb 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- CA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$1,279,998
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
CA
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