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# 5359335
Mutual Advisors, LLC
CRD# 6660754
Mariner Wealth
CRD# 4430240
Prudential Financial Planning Services
| 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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