Karen
Pride
Palisade Investments, LLC
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About this Advisor
Karen Pride is a financial advisor based in Zephyr Cove, Nevada with 7 years of relevant experience. Pride is an employee of Palisade Investments, LLC. Pride has gained experience at Tricor Financial, LLC, Tricor Advisory Services, LLC, Integrated Money Management, LLC, Finanical Tax Team, Karen Pride, Purshe Kaplan Sterling Investments and Palisade Investment. Pride maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California, Nevada and Texas. Palisade Investments, LLC is a registered investment company operating out of Zephyr Cove, NV. It has offices in three locations and just five financial advisors. It administers $394 million in assets among its 801 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 801 client accounts, 29% are held by high-net-worth clients who have at least $1 million in investable assets. Palisade Investments, LLC provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually vary depending on which services are offered. However, fees billed by Palisade Investments, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palisade Investments, LLC Brokerage Details
$393,519,104
5
801
$491,285
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
Karen has been registered as a financial advisor for 7 years.*
Palisade Investment
Integrated Money Management, LLC
Finanical Tax Team
Karen Pride
Purshe Kaplan Sterling Investments
Tricor Advisory Services, LLC
Tricor Financial, LLC
*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 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
Zephyr Cove, NV
Zephyr Cove, NV
Zephyr Cove, NV
Zephyr Cove, NV
Zephyr Cove, NV
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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