Karen Mills (CRD# 4205398) is an Investment Advisor Representative working at Liberty One Investment Management in Verona, KY and has over 23 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 6251091
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Liberty One Investment Management | Libertyville, IL | Jun 2020 - Current | 3 |
Ftj Fundchoice, LLC | Hebron, KY | Oct 2012 - Current | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2000 |
S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- KY
-
Total Assets Under Management1,968MILLIONS
-
Total Number of Accounts14,692ACCOUNTS
-
Average Account Value$133,927
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, GA, IL, KY, LA, MA, NC, NE, NV, OH, OK, PA, TN, TX, WA, WI, WV
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