Karen
Egbert
Mariner Platform Solutions
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About this Advisor
Karen Egbert is a financial advisor working out of Bellingham, Washington with a total of 1 year of industry experience. Egbert works at Mariner Platform Solutions. Egbert has gained experience at Merrill Lynch Pierce Fenner & Smith Inc, Ubs Financial Services Inc, Mariner Platform Solutions and Mauro Capital Management, LLC. Egbert holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Mariner Platform Solutions is a firm that has its headquarters in Leawood, KS. The company has offices in 33 locations and a total of 75 people on staff. It handles $3 billion in assets under management between its 6,916 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 6,916 accounts, 37% are held by high-net-worth investors who have more than $1 million in investable assets. The business provides a diverse set of services, including 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 depend on the financial services. However, fee types charged by Mariner Platform Solutions can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Platform Solutions Brokerage Details
$3,057,968,593
75
6,916
$442,159
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 Egbert Work History
Karen has been registered as a financial advisor for 1 years.*
Mariner Platform Solutions
Mauro Capital Management, LLC
Ubs Financial Services Inc
Merrill Lynch Pierce Fenner & Smith Inc
*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 Egbert 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 Mariner Platform Solutions
Wimberley, TX
Athens, GA
East Greenwich, RI
Bellingham, WA
Hollywood, FL
Calabasas, CA
Valley Village, CA
Stevens Point, WI
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