Karim Karim is a registered investment advisor at Wells Fargo Advisors, based in Edmond, OK, with 27 years of industry experience. Karim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3540 S Boulevard St Ste 110, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business Activities
Karim holds 100% ownership of Karim Productions, a TV production company, since 1975. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 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.
Exams
More Advisors
- Lori WinfieldWells Fargo Advisors
- Jeffry CarelWells Fargo Advisors
- G Fransen, ChFC
- John Leclercq, CFACirrus Capital LLC
- Larry Awbrey, CFP
- John Mitchell, CFPAdvisor Resource Council