Karen Longo
Karen Longo is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258
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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 operates under the DBA Verus Capital Partners, LLC for her LPL business and provides investment advisory services through Verus Capital Partners, LLC, spending nearly full-time on this activity. She also engages in non-variable insurance activities and is affiliated with Management Affiliates International, Inc.
Employment History
Current Registrations
LPL Financial LLCBroker
Verus Capital Partners, LLC
Previous Registrations
LPL Financial LLC
Verus Capital Partners, LLC
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Washington Square Securities, INC.Broker
State Registrations6 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.