Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Ann Lilian is a registered investment advisor representative with Lynx Investment Advisory, LLC. Kara Ann Lilian is located in WASHINGTON, DC and has been in the industry since July 2003. Kara Ann Lilian holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Kara Ann Lilian's firm manages assets for high-net-worth individuals, corporations, and other businesses. Kara Ann Lilian's firm also provides financial planning, performance measurement, asset allocation, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Performance measurement, asset allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
01/03/2005 - Present
Lynx Investment Advisory, LLC (WASHINGTON DC)
IA
Issued 11/30/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kara Lilian is the right advisor for you? Invested Better is here to help.
