Karen LemayCRD Number: 1826413
Current Firm: Wells Fargo Advisors, LLC
Karen Lemay (CRD# 1826413) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in West Palm Beach, FL and has over 15 years of experience in the finance industry.
Castle Wealth Management
United Capital Financial Advisers
Indian River Financial Group, Inc.
|Wells Fargo Advisors, LLC||Orlando, FL||Aug 2013 - Current||3|
|Pnc Investments||Pittsburgh, PA||Jun 2011 - Aug 2013||2|
|Banyan Partners LLC||Palm Beach Garden, FL||Jan 2011 - Mar 2011||< 1|
|Weiss Capital Securities, Inc.||Palm Beach, FL||Jun 2010 - Dec 2010||< 1|
|Weiss Capital Management, Inc.||Palm Beach Gardens, FL||Jun 2010 - Dec 2010||< 1|
|Unemployed||Stuart, FL||Sep 2009 - Jun 2010||< 1|
|Morgan Stanley Smith Barney||Stuart, FL||Jun 2009 - Sep 2009||< 1|
|Citigroup Global Markets Inc.||Stuart, FL||Nov 2001 - Jun 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2001|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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