linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Karen Nicole Blair

Cassaday & Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Karen? Claim Your Profile

About Karen Nicole Blair

Karen Nicole Blair is a financial professional with over five years of experience in the industry. Karen is currently registered with Cassaday & Company, Inc. and holds a Series 7, Series 66, and SIE licenses. Prior to joining Cassaday & Company, Inc., Karen was a Financial Advisor with Mason Securities, Inc. Karen has a strong background in financial planning, investment management, and client service. Karen focuses on providing comprehensive and proactive service to help clients achieve their financial goals. Karen specializes in retirement, education, tax, and estate planning.

Firm Information

Karen Blair is currently registered with Cassaday & Company, Inc.. Cassaday & Company, Inc. is a registered investment advisor with over $4.9 billion in assets under management. Located in McLean, VA, the firm provides a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. They serve a diverse client base including high-net-worth individuals, charitable organizations, corporations, and pension plans. Cassaday & Company is a member of Focus Financial Partners, a leading partnership of independent wealth management firms.
Cassaday & Company, Inc.

8180 GREENSBORO DRIVE

MCLEAN, VA 22102

$4.98B

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Revenue sharing with our affiliate, focus risk solutions.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Karen Blair’s Registration & Firm History

VA

07/05/2023 - Present

Cassaday & Company, Inc. (MCLEAN VA)

VA

12/20/2017 - 09/06/2022

MASON SECURITIES, INC. (RESTON VA)

Not sure if Karen Nicole Blair is right for you?

Licenses & Designations

BOTH

Issued 12/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Nicole Blair.
Not sure if Karen Nicole Blair is right for you?