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Karen Ann Bedford

Charles Schwab & CO., Inc.

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About Karen Ann Bedford

Karen Bedford is a financial advisor with over 30 years of experience in the industry. Karen Bedford is currently registered with Charles Schwab & Co., Inc. in Austin, TX and has also previously worked with SMITH BARNEY SHEARSON INC. in NEW YORK, NY. Karen Bedford holds several securities licenses, including Series 7, 8, 9, 10, and 63. Karen Bedford has a proven track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Karen Bedford specializes in financial planning and is a wrap fee program sponsor and financial planning advisor referral program participant.

Firm Information

Karen Bedford is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Karen Bedford’s Registration & Firm History

TX

04/28/2008 - Present

Charles Schwab & CO., Inc. (Austin TX)

NY

03/08/1991 - 12/06/1993

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/17/1992

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Karen Ann Bedford.
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