Karen McMillan (CRD# 4567056) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 18 years of experience in the finance industry. Karen McMillan 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osborne Partners Capital Management, LLC | San Francisco, CA | Mar 2017 - Current | 7 |
| Bank Of America, N.a. | San Francisco, CA | Apr 2010 - Mar 2017 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Oct 2009 - Mar 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- CA
- PA
- TX
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Total Assets Under Management2,170MILLIONS
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Total Number of Accounts1,889ACCOUNTS
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Average Account Value$1,148,657
- A percentage of assets under your management
- Performance-based 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, ID, IL, IN, MA, ME, MN, MO, NH, NV, NY, OR, PA, TX, WA
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