Karen Godfrey is a registered investment advisor, based in Bohemia, NY, with 24 years of industry experience.
Location
80 Orville Dr., Suite 100, Bohemia, NY, 11716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is involved with McCrain Group for operational/marketing purposes since 2007, dedicating nearly full-time hours. She is also an affiliate with S&P Financial Services since September 2024, where she manages investment portfolios, client relationships, and financial planning, spending about 10-20% of her time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
American Portfolios Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Westco Investment CORP.Broker
H.D. Vest Investment ServicesBroker
Waddell & Reed, INC.Broker
State Registrations3 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.