Karen CraigCRD Number: 2416368
Current Firm: Alpenglobal Capital, LLC
Karen Craig (CRD# 2416368) is an Investment Advisor Representative working at Alpenglobal Capital, LLC in Tahoe City, CA and has over 18 years of experience in the finance industry.
Lpl Financial LLC
Prosperity Wealth Management, Inc.
Trident Capital Advisors, LLC
|Alpenglobal Capital, LLC||Tahoe City, CA||Jan 2014 - Current||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Apr 2022|
Total Assets Under Management92MILLIONS
Total Number of Accounts262ACCOUNTS
Average Account Value$349,369
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NV, TX, WA
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