Karen Kinrose
Karen Kinrose is a registered investment advisor at Cetera Investment Advisers LLC, based in Santa Barbara, CA, with 31 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Santa Barbara, CA
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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 insurance agent selling life insurance, annuities, long-term care, and fixed indexed annuities, dedicating a few hours per week. She is also a financial professional with Sage Scholars, Inc., which provides tuition reduction programs, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations10 states
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