Unclaimed
Kara Lynn Mitchell is a financial advisor with Advisor Share Wealth Management. Kara has been in the industry since 2010. She works with individuals, families, and businesses to develop personalized financial plans. She is a Registered Investment Advisor in the state of Washington. Kara is also a Certified Financial Planner.
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.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
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WA
03/24/2023 - Present
Advisor Share Wealth Management (Port Angeles WA)
IA
Issued 04/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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