Christopher
Karam

Independent Financial Partners

CRD#3130298
Investment Advisor
in Schaumburg, IL

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About this Advisor

Christopher Karam is a financial advisor based in Schaumburg, Illinois, working with Independent Financial Partners. Christopher has previously held positions at Sheridan Road Financial, LLC, Lpl Financial LLC, and Independent Financial Partners. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, California, Florida, Illinois, Louisiana, Michigan, Missouri, Ohio, Texas, and Wisconsin. Currently, Christopher is part of Independent Financial Partners, which operates out of Schaumburg, Illinois. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 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, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1515 E. Woodfield Rd. Ste 840
Schaumburg, IL 60173

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

IL Average: $1,855,561,029
Total Number of Employees

267

IL Average: 62
Total Number of Accounts

37,391

IL Average: 2,474
Average Account Size

$261,062

IL Average: $750,025

Investment Advisory Services

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

Christopher Karam Work History

2011 - Present (13 years)

Independent Financial Partners

2010 - 2018 (8 years)

Lpl Financial LLC

2007 - 2018 (11 years)

Sheridan Road Financial, LLC

Disclosures

Please visit the SEC profile of Christopher Karam 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 Independent Financial Partners

Christopher White
Jackson, MS
Joshua Donner
Boca Raton, FL
Christopher Stolte
Austin, TX
Kelly Ryland
Pensacola, FL
Cody Behrends
Tampa, FL
Jessica Sizemore
Jacksonville Beach, FL
Jeremy Sickles
Jeffersonville, IN
Chad Castrinos
Metairie, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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