Karmen Kingsmore
Karmen Kingsmore is a registered investment advisor at Kingsmore Wealth Management, LLC, based in Union, SC, with 41 years of industry experience. Karmen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1 clients with $290K in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Comprehensive financial plan — $500 to $10,000, depending on complexity.
- Hourly consulting — $200 to $500 per hour.
Location
Union, SC
Get directionsHistory
Regulatory History (5)
Judgment / Lien
July 2024Judgment / Lien
October 2021Judgment / Lien
December 2019Judgment / Lien
September 2018Regulatory
April 2016Other Business ActivitiesSells Insurance
Karmen sells life and health insurance, dedicating about 10-20% of her time to this activity. She also volunteers as Vice President/Board Member/Chairman for the Clemson University Tiger Band Association and is a Notary Public, spending minimal time on each.
Employment History
Current Registrations
Kingsmore Wealth Management, LLC
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group, L.L.C.
Resource Horizons Group LLCBroker
Centennial Capital Management, INC.Broker
Cadaret, Grant & CO., INC.Broker
Guardian Investor Services CorporationBroker
Nylife Securities INC.Broker
State Registrations2 states
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.