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Dena Karsin

36 Years of Experience
Pittsburgh, PA
Broker

Dena Karsin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pittsburgh, PA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

600 Waterfront Drive, Suite 125, Pittsburgh, PA, 15222

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Dena works as an operations manager and sales assistant to the branch manager at Shorebridge Wealth Management. She dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2018 - Present · 7 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2013 - Present · 13 yrs 1 mo
Previous Registrations
Hunter Associates, INC.Broker
July 1996 - June 2013 · 16 yrs 11 mos
PNC Brokerage CORPBroker
December 1994 - July 1996 · 1 yr 7 mos
PNC Securities CORPBroker
December 1989 - December 1994 · 5 yrs
State Registrations40 states
AKALARAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMONCNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
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.