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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 Redding is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Karen has been in the industry since 2018 and is licensed to offer securities in Virginia. Karen has passed the Series 6, Series 7TO, Series 63, and Series 65 exams. In addition to her work with Cambridge Investment Research Advisors, Inc., Karen also owns Karen Redding LLC DBA Liberty Tax Service. Karen's clients include individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Karen's firm offers a variety of advisory services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for investment companies.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
06/04/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fredericksburg VA)
VA
08/03/2018 - 06/06/2024
AVANTAX INVESTMENT SERVICES, INC. (Fredericksburg VA)
IA
Issued 07/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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