Karen
Lare

Waddell & Reed

CRD#1027556
Investment Advisor
in San Diego, CA
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About this Advisor

Karen Lare is an investment advisor based in San Diego, California. Currently a registered investment advisor with Waddell & Reed, they have accumulated 13 years of professional experience in the financial advisory industry. Lare holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Lare is able to work with investors based out of California, Kansas and Missouri. During their career, Lare has held roles at Wm Financial Services, Rental Property, Waddell & Reed, Del Mar Woods Hoa, Various Insurance Carriers For W&R Insurance Agencies and Waddell & Reed, Inc. Waddell & Reed is located in San Diego, California, and has 357 locations throughout the United States. Overall, Waddell & Reed oversees $22 billion in assets across 153,672 accounts and retains more than 2,000 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 4,082 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Waddell & Reed offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

8910 University Center Lane Suite 550
San Diego, CA 92122

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,547,774,536

CA Average: $2,243,162,756
Total Number of Employees

2,000

CA Average: 44
Total Number of Accounts

153,672

CA Average: 4,091
Average Account Size

$140,219

CA Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Karen Lare Work History

Karen has 13 years of experience.

2018 - Present (1 years)

Del Mar Woods Hoa

2018 - Present (1 years)

Various Insurance Carriers For W&R Insurance Agencies

2018 - Present (1 years)

Waddell & Reed, Inc

2010 - 2018 (8 years)

Rental Property

2010 - 2018 (8 years)

Waddell & Reed

2005 - 2009 (4 years)

Wm Financial Services

Disclosures

Karen Lare has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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