Karen Mcintyre
Karen Mcintyre is a ChFC-designated registered investment advisor at Uniting Wealth Partners, based in Odessa, TX, with 43 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 527 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uniting Wealth Partners charges a percentage of your portfolio annually for investment management services, paid quarterly in advance. The exact percentage depends on the complexity of your situation, the amount they manage for you, and your overall relationship with them, but it will not exceed 2.00% annually. If you invest in private funds through Uniting Wealth Partners, those assets are included when calculating the investment advisory fee. If Uniting Wealth Partners recommends using independent investment managers, the total fee you pay, including their fee and the independent manager's fee, will not exceed 2.00% annually.
Location
1921 E. 37th St, Ste B, Odessa, TX, 79762
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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.