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Karen Alford Parroco

Canopus Wealth Management

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About Karen Alford Parroco

Karen Alford Parroco is a registered investment advisor representative with Canopus Wealth Management, located in Louisville, KY. Karen has been in the industry since 2010. Karen is a Personal Financial Specialist and is registered in Kentucky. In addition to being a registered advisor, Karen is also an accountant. Karen owns rental properties in Kentucky and Florida.

Firm Information

Karen Parroco is currently registered with Canopus Wealth Management. Canopus Wealth Management is an investment advisor that manages approximately $69.07 million in assets. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. They serve a total of 109 clients, primarily individuals and charitable organizations. Canopus Wealth Management has 3 investment adviser representatives.

$69.07M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karen Parroco’s Registration & Firm History

KY

07/24/2017 - Present

Canopus Wealth Management (LOUISVILLE KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Alford Parroco.
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