Karen
Mcdade
Ashton Thomas Private Wealth
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About this Advisor
Karen Mcdade is a financial advisor based in Scottsdale, Arizona, working with Ashton Thomas Private Wealth. Karen has previously held positions at Geneos Wealth Management, Jay R Penney, LLC, Ashton Thomas Private Wealth, LLC, Peachtree Capital Corporation, Ashton Thomas Insurance Agency, and M. S. Howells & Co. Karen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Karen is part of Ashton Thomas Private Wealth, which operates out of Scottsdale, Arizona. The firm has 22 offices and 55 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Ashton Thomas Private Wealth includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ashton Thomas Private Wealth Brokerage Details
$2,891,584,875
55
5,334
$542,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Karen Mcdade Work History
M. S. Howells & Co
Ashton Thomas Private Wealth, LLC
Ashton Thomas Insurance Agency
Jay R Penney, LLC
Peachtree Capital Corporation
Geneos Wealth Management
Disclosures
Please visit the SEC profile of Karen Mcdade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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