Kara Vance, financial advisor Wheaton IL
93 score

Kara Vance

CRD Number: 5884759
Current Firm: Timothy Financial Counsel, Inc.

Kara Vance (CRD# 5884759) is an Investment Advisor Representative working at Timothy Financial Counsel, Inc. in Wheaton, IL and has over 5 years of experience in the finance industry. Kara Vance 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.

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Professional Designations
Company Name Location Dates Years
Timothy Financial Counsel, Inc. Wheaton, IL Apr 2016 - Current < 1
Mercer Global Adviosr Schaumberg, IL Oct 2015 - Mar 2016 < 1
Mercer Global Advisors Inc. Schaumburg, IL Feb 2015 - Aug 2015 < 1
Mercer Advisors Inc. Schaumburg, IL Oct 2010 - Feb 2015 4
Cti Carol Stream, IL Sep 2010 - Oct 2010 < 1
Unemployed Garland, IL Aug 2010 - Sep 2010 < 1
Pi Orlando, FL Aug 2009 - Jul 2010 < 1
Student Wheaton, IL Feb 2005 - Aug 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Kara B. Vance
Phone Number: 630-681-0700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

IL, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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