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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Ann Dootson is an investment advisor representative associated with YHB Investment Advisors Inc. Karen Ann Dootson has been in the industry since January 2009. Karen Ann Dootson is registered in Connecticut. Karen Ann Dootson specializes in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit sharing plans. Karen Ann Dootson holds the Series 65 license and is registered with the state of Connecticut.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participant account management
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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CT
04/04/2014 - Present
YHB Investment Advisors Inc. (WEST HARTFORD CT)
IA
Issued 03/08/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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