KC
CFP
KC
CFP
Karen Clemens
10 Years of Experience
West Chester, PA
1 DisclosureBrokerSells Insurance
Karen Clemens is a CFP-designated registered investment advisor, based in West Chester, PA, with 10 years of industry experience.
Location
West Chester, PA
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Regulatory History (1)
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Customer Dispute
March 2024Denied
Other Business ActivitiesSells Insurance
Karen is a CPA providing tax services and an insurance agent, dedicating about 10-20% of her time to tax services and minimal time to insurance. She is also an advisory representative of a Registered Investment Advisor (RIA), spending about half her time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2024 - Present · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
December 2024 - Present · 1 yr 9 mos
Previous Registrations
Ic Advisory Services, INC.
January 2016 - December 2024 · 8 yrs 11 mos
The Investment Center, INC.Broker
September 2015 - December 2024 · 9 yrs 3 mos
State Registrations9 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.