Karen White, financial advisor Schaumburg IL

Karen White

CRD Number: 2252145
Current Firm: Cetera Investment Advisers LLC

Karen White (CRD# 2252145) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Schaumburg, IL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Shaklee.com/teamknopp LLC Palatine, IL Aug 2020 - Current 3
Cetera Advisor Networks LLC El Segundo, CA Apr 2019 - Current 4
Cetera Financial Specialists Schaumburg, IL Apr 2019 - Current 4
Cetera Investment Services LLC St Cloud, MN Apr 2019 - Current 4
Cetera Advisors LLC St Cloud, MN Apr 2019 - Current 4
First Allied Securities LLC Schaumburg, IL Jan 2022 - Sep 2022 < 1
Lpl Financial, LLC St Charles, IL Oct 2018 - Apr 2019 < 1
Total Clarity Wealth Management, Inc. St. Charles, IL Mar 2012 - Apr 2019 7
Cetera Advisor Networks El Segundo, CA Oct 2013 - Oct 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Karen M. White
Phone Number: 888-528-2987
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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, WY

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