Karen Longo, financial advisor Scottsdale AZ
93 score

Karen Longo

CRD Number: 2995394
Current Firm: Verus Capital Partners, LLC

Karen Longo (CRD# 2995394) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Scottsdale AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
108
Similar Advisors
William Newman, financial advisor Scottsdale AZ
William B. Newman
CRD# 5730023
Newman's Financial Planning
Score
92
Similar Advisors
James Davis, CFP®, financial advisor Scottsdale AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
Company Name Location Dates Years
Verus Capital Partners Scottsdale, AZ Dec 2014 - Current 2
Securities America Inc. Scottsdale, AZ Nov 2014 - Current 2
Linsco/private Ledger Scottsdale, AZ Feb 2000 - Nov 2014 14
Medical Administration Inc. Scottdale, AZ Dec 1990 - Nov 2014 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1998
Contact Info for Karen D. Longo
Phone Number: 480-990-3719
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    1,750
    ACCOUNTS
  • Average Account Value
    $101,443
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)
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Karen Longo and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.