Karen Mcintyre
Karen Mcintyre is a ChFC-designated registered investment advisor at Uniting Wealth Partners, based in Odessa, TX, with 44 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 854 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2.00% annually based on factors such as the scope and complexity of services, the level of assets managed, and the overall relationship. Fees may be negotiable at the sole discretion of Uniting Wealth Partners.
Fee Estimator
Location
1921 E. 37th St, Ste B, Odessa, TX, 79762
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Karen is a licensed insurance agent, selling insurance and implementing insurance recommendations. This activity is not investment-related and takes about 10% of her time.
Employment History
Current Registrations
Uniting Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
Ifg Network Securities, INC.Broker
Derand/pennington/bass, INC.Broker
Pennington/bass Equities, INC.Broker
Source Securities, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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