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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 Lapier Baer is a financial advisor with The Colony Group, LLC based in Easton, MD. Karen has over 25 years of experience in the financial industry. Her previous roles include positions at LPL Financial Corporation, Royal Alliance Associates, Inc., Retirement Investment Group, and Comprehensive Financial Services, Inc. Karen holds Series 6, 7, 63, and 65 licenses. She has experience in providing financial planning, portfolio management, and retirement planning services. Karen is passionate about helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MD
02/20/2018 - Present
THE Colony Group, LLC (Easton MD)
MD
08/19/1997 - 05/05/2010
LPL FINANCIAL CORPORATION (CENTREVILLE MD)
AZ
01/02/1996 - 09/11/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
06/21/1994 - 12/31/1995
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
NA
04/22/1994 - 06/06/1994
COMPREHENSIVE FINANCIAL SERVICES, INC.
BC
Issued 05/16/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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