KP
KP

Karla Pippins

19 Years of Experience
West Palm Beach, FL

Karla Pippins is a registered investment advisor at Riverside Wealth Management, INC., based in West Palm Beach, FL, with 19 years of industry experience. Karla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 20 clients with $82M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$81.5M
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Location

515 N. Flagler Drive, Suite 350, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Karla works as a consultant to Persimmon Technologies, providing strategic financial, personnel, and employment benefits consulting. This activity takes about 10-20% of Karla's time.

Employment History
Current Registrations
Riverside Wealth Management, INC.
May 2006 - Present · 20 yrs
State Registrations1 state
FL
Advisor

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.