Karen Mcdade is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 33 years of industry experience.
Location
8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260
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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 an Investment Adviser Representative at Ashton Thomas Private Wealth LLC and an Insurance Agent at Ashton Thomas Insurance Agency since 2016, dedicating about 10-20% of her time to the latter. She also volunteers with Girl Scouts and HFMA-Women Lead Here, and at FPA.
Employment History
Current Registrations
M. S. Howells & CO.Broker
Ashton Thomas Private Wealth
Previous Registrations
Peachcap Securities, INC.Broker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Usf Advisors, LLC
Usf Securities, L.P.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.Broker
Mimlic Sales CorporationBroker
Mimlic Sales CorporationBroker
State Registrations11 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.