Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Lynn Dorothy is a registered investment advisor representative with Mercer Global Advisors Inc., located in West Des Moines, Iowa. Kara has been in the financial industry since September 2014. Kara has experience in working with a variety of clients, including individuals, businesses, and pension and profit-sharing plans. Kara is committed to providing her clients with personalized financial advice that meets their unique needs.
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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CO
10/08/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
Active
Inactive
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