Karey Rebello
Karey Rebello is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Frisco, TX, with 8 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Frisco, TX
Get directionsHistory
Regulatory History (1)
Regulatory
October 2021Other Business ActivitiesSells Insurance
Karey is a member and 50% owner of LS Financial Group LLC, which owns 10% of Impact Wealth Group LLC, an insurance firm. Karey spends a nominal amount of time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lsf Capital LLC
Iwg Investment Advisors LLC
H.D. Vest Advisory Services, INC
State Registrations1 state
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
- Yonglin RenCambridge Investment Research Advisors, INC.
- Paul Lyons, CFPSanders Morris LLC
- Michael Aussieker, CFAOh Cap Asset Management
- Nathan Nelson, CFPCain, Watters & Associates, LLC
- Simon Beresford, CFPCorient
- Nicolas Davis, CFP, ChFCBrindle & Bay Financial Advisors, LLC