Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Michele Almond is a financial advisor with over 13 years of experience in the industry. Karen currently works at LPL Financial LLC as a Registered Representative. Karen has previously worked at Geneos Wealth Management, Inc., WFG Investments, Inc., and Invest Financial Corporation. Karen is licensed in Virginia and holds the Series 6, Series 63, and SIE licenses. Karen's areas of expertise include financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
1
2
VA
04/24/2023 - Present
LPL Financial LLC (NORTH CHESTERFIELD VA)
VA
09/11/2017 - 04/25/2023
GENEOS WEALTH MANAGEMENT, INC. (RICHMOND VA)
VA
05/12/2015 - 09/11/2017
WFG INVESTMENTS, INC. (NORTH CHESTERFIELD VA)
VA
08/16/2010 - 05/05/2015
INVEST FINANCIAL CORPORATION (RICHMOND VA)
BC
Issued 10/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Almond is the right advisor for you? Invested Better is here to help.
