Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Fisher Bulhon is a financial advisor with Tolleson Private Wealth Management. Kara has been in the industry since 2012. Kara is registered with the state of Texas. Kara is a Certified Financial Planner. Kara's specializations include investment due diligence and monitoring, financial planning, selection of other advisers, and portfolio management for individuals and pooled investment vehicles.
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.
Investment due diligence and monitoring
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.
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TX
07/21/2021 - Present
Tolleson Private Wealth Management (DALLAS TX)
VA
02/08/2013 - 09/12/2013
HOULIHAN LOKEY CAPITAL, INC. (MCLEAN VA)
VA
09/11/2012 - 05/06/2013
MILESTONE ADVISORS LLC (MCLEAN VA)
BC
Issued 05/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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