Waddell & Reed
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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
Years of Experience
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Waddell & Reed Brokerage Details
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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
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Karen Lare Work History
Karen has 13 years of experience.
Del Mar Woods Hoa
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Waddell & Reed
Wm Financial Services
Karen Lare has no disclosures.
Please visit their SEC profile for more details.