Karen Merritt is a registered investment advisor, based in Wake Forest, NC, with 14 years of industry experience.
Location
Wake Forest, NC
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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 independent insurance agent for various independent insurance companies, dedicating a few hours per week. She is also a CPA/Enrolled Agent/Owner of Karen S. Merritt, CPA, PLLC, which takes nearly full-time hours, and treasurer of Nexus Business Solutions, Inc., which takes minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations2 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.