Karma Advisors (CRD# 154357) is a financial advisory firm headquartered in , . They manage $850,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$170,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Obey (CRD# 1257910) is an Investment Advisor Representative working at Karma Advisors in Westwood, MA and has over 33 years of experience in the finance industry. Douglas Obey 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.