Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren McMillan, a Certified Financial Planner™, is an Investment Advisor Representative at Osborne Partners. Karen has been in the industry for 17 years. Karen is registered to provide investment advice in California, Pennsylvania and Texas. Karen has experience working with high net worth individuals, charitable organizations, other investment advisors, pooled investment vehicles, corporations and individuals other than high net worth individuals. Karen's areas of specialization include investment strategies, asset allocation, and retirement planning. Karen provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/23/2022 - Present
Osborne Partners (SAN FRANCISCO CA)
CA
10/06/2009 - 03/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
02/09/2007 - 10/06/2009
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
ME
01/06/2006 - 02/09/2007
MCDONALD INVESTMENTS INC. (BANGOR ME)
ME
08/09/2002 - 01/04/2006
BANGOR SECURITIES, INC. (PORTLAND ME)
BOTH
Issued 01/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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