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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 Lynn Padgett is a financial advisor with over 20 years of experience in the industry. Karen is currently registered with LPL Financial LLC and has been with the firm since January 2024. Before joining LPL, Karen worked with Raymond James Financial Services, Inc. Karen has a broad range of experience and holds a variety of licenses and designations, including the Series 66, Series 7, Series 10, and Series 9. Karen is also a Certified Financial Planner. Karen is passionate about helping her clients achieve their financial goals and is committed to providing them with personalized advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AK
01/02/2024 - Present
LPL Financial LLC (ANCHORAGE AK)
AK
08/02/2002 - 01/09/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Anchorage AK)
KS
07/03/2002 - 08/01/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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