Margaret
Karr
Moran Wealth Management, LLC
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About this Advisor
Margaret Karr is a financial advisor operating out of Naples, Florida who has 1 year of industry experience. Karr is an advisor for Moran Wealth Management, LLC. Over the course of their career, Karr has held roles at Pine River Capital Management, Wells Fargo Advisors Financial Network, LLC, Two Harbors Investment Corp and Moran Wealth Management, LLC. Karr holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Texas. Moran Wealth Management, LLC is an advisory company based out of Naples, FL. The firm has a total of 37 employees. It controls $4 billion in assets under management between its 11,190 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 21 charitable organizations. Of its 11,190 client accounts, 67% are held by high-net-worth individuals who have more than $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Moran Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moran Wealth Management, LLC Brokerage Details
$4,052,369,937
37
11,190
$362,142
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Margaret Karr Work History
Margaret has been registered as a financial advisor for 1 years.*
Moran Wealth Management, LLC
Wells Fargo Advisors Financial Network, LLC
Two Harbors Investment Corp
Pine River Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Margaret Karr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Moran Wealth Management, LLC
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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