Karen McDade (CRD# 2193447) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Scottsdale, AZ and has over 32 years of experience in the finance industry. Karen McDade 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M. S. Howells & Company | Scottsdale, AZ | Aug 2018 - Current | 5 |
| Ashton Thomas Insurance Agency | Scottsdale, AZ | Oct 2016 - Current | 7 |
| Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | Aug 2016 - Current | 7 |
| Jay R Penney, LLC | Scottsdale, AZ | Aug 2007 - Current | 16 |
| Peachtree Capital Corporation | Atlanta, GA | Aug 2016 - Jul 2018 | 1 |
| Geneos Wealth Management | Scottsdale, AZ | Jan 2009 - Aug 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1998 |
- AZ
- TX
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Total Assets Under Management2,892MILLIONS
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Total Number of Accounts5,334ACCOUNTS
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Average Account Value$542,104
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY
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