Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Radigan Turner is a financial advisor with Cape Investment Advisory, Inc. Karen has been in the industry since 2011 and has experience working with a variety of clients, including high-net-worth individuals and retirement plans. Karen is also a registered representative with Cape Securities, Inc. Karen is a Certified Financial Planner and a Chartered Financial Consultant. Karen is registered in several states, including Colorado, Delaware, Florida, Georgia, Hawaii, Maryland, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Karen is committed to providing her clients with personalized financial 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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
01/03/2024 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
MD
08/31/2016 - 01/02/2023
CAPE SECURITIES INC. (Hanover MD)
VA
11/21/2014 - 08/29/2016
DAVENPORT & COMPANY LLC (WILLIAMSBURG VA)
NA
04/14/1989 - 10/06/1989
MORGAN KEEGAN & COMPANY, INC.
NA
10/03/1988 - 04/17/1989
SHEARSON LEHMAN HUTTON INC.
NA
01/22/1988 - 10/08/1988
COLLEGE RETIREMENT EQUITIES FUND
NA
12/17/1985 - 06/24/1987
E. F. HUTTON & COMPANY INC
BOTH
Issued 03/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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