Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Templeton is a financial advisor with Innovation Partners LLC based in Charlotte, NC. Karen has been in the industry since 2015 and holds licenses in 16 states, including Alabama, Arizona, California, Colorado, and more. Her experience encompasses various roles across prominent financial institutions, including Pinnacle Capital Securities, LLC, Emerson Equity LLC, and McDermott Investment Services, LLC. Karen's expertise extends to direct participation programs and she is skilled in providing consulting services to qualified retirement plans.
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.
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 services to qualified retirement plans
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.
A percentage of the total value of assets under management is charged.
Recurring fee
1
2
NC
06/11/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
CA
05/31/2019 - 06/09/2021
PINNACLE CAPITAL SECURITIES, LLC (Long Beach CA)
CA
01/17/2018 - 05/30/2019
EMERSON EQUITY LLC (SAN MATEO CA)
PA
11/06/2015 - 12/31/2017
MCDERMOTT INVESTMENT SERVICES, LLC (BETHLEHEM PA)
OR
05/14/2015 - 11/18/2015
CONCORDE INVESTMENT SERVICES, LLC (Bend OR)
BC
Issued 04/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2015
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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