Karen
Osborn
Grove Point Advisors, LLC
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About this Advisor
Karen Osborn is a financial advisor operating out of Pittsburgh, Pennsylvania with 2 years of industry experience. Osborn works at Grove Point Advisors, LLC. During their career, the advisor has held roles at Beaconsfield Financial Services Inc, Absolute Capital, Inspired Interiors, Summit Advisors LLC, Metro Referrals Associates, Karen Osborn, H. Beck, Inc, Inspired Interiors, LLC, Grove Point Advisors, LLC and Grove Point Investments, LLC. Osborn maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Grove Point Advisors, LLC is a company based in Rockville, MD. It has offices in 208 locations and a total of 333 advisors. It controls $2 billion in assets under management between its 8,355 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 19 charitable organizations. Of its 8,355 accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is offered. Fees charged by Grove Point Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Karen Osborn Work History
Karen has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Metro Referrals Associates
Karen Osborn
Inspired Interiors
Inspired Interiors, LLC
H. Beck, Inc
Beaconsfield Financial Services Inc
Summit Advisors LLC
Absolute Capital
*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 Osborn 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 Grove Point Advisors, LLC
Paso Robles, CA
Rockville, MD
Victor, NY
Rockville, MD
Lutherville Timonium, MD
Rockville, MD
Bethlehem, PA
Rockville, MD
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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