Karen
Pride

Palisade Investments, LLC

CRD#4042499
Investment Advisor
in Zephyr Cove, NV

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About this Advisor

Karen Pride is a financial advisor based in Zephyr Cove, Nevada, working with Palisade Investments, LLC. Karen has previously held positions at Integrated Money Management, LLC, Financial Tax Team, Karen Pride, and Palisade Investment. Karen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Nevada, and Texas. Currently, Karen is part of Palisade Investments, LLC, which operates out of Zephyr Cove, Nevada. The firm has 3 offices and 7 employees. The firm manages assets totaling $464.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Palisade Investments, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

625 Highway 50 Suite 301
Zephyr Cove, NV 89448-3049

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Palisade Investments, LLC Brokerage Details

Total Assets Under Management

$464,596,426

NV Average: $664,206,839
Total Number of Employees

7

NV Average: 10
Total Number of Accounts

1,144

NV Average: 1,698
Average Account Size

$406,116

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Karen Pride Work History

2016 - Present (8 years)

Palisade Investment

2013 - Present (11 years)

Integrated Money Management, LLC

2007 - Present (17 years)

Finanical Tax Team

2001 - Present (23 years)

Karen Pride

Disclosures

Please visit the SEC profile of Karen Pride 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 Palisade Investments, LLC

Lawrence Sidney
Zephyr Cove, NV
Steven Burkett
Zephyr Cove, NV
Scott Miller
Zephyr Cove, NV
Karen Pride
Zephyr Cove, NV
Robin Desota
Zephyr Cove, NV

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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