Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Leigh Duckworth is a financial advisor with over 20 years of experience in the industry. Kara is currently registered with Mercer Global Advisors Inc., in Newport Beach, CA. Kara is a Certified Financial Planner™ and is able to provide a variety of services including financial planning, portfolio management, and estate planning. Prior to joining Mercer Global Advisors Inc., Kara was with Girard Securities, Inc. and SII Investments, Inc. Kara holds both Series 63 and Series 66 licenses, as well as Series 7 and Series 24 licenses. Kara is committed to providing personalized financial advice to her clients and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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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CA
08/23/2023 - Present
Mercer Global Advisors Inc. (Newport Beach CA)
CA
07/20/2004 - 12/31/2008
GIRARD SECURITIES, INC. (COSTA MESA CA)
WI
01/29/1999 - 04/05/1999
SII INVESTMENTS, INC. (APPLETON WI)
BC
Issued 08/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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