Karen Robinson is a registered investment advisor, based in Warwick, RI, with 6 years of industry experience.
Location
475 Kilvert St., Suite 350 Building A, Warwick, RI, 02886
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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 the Director of Retirement Plan Client Services for GenX Financial, LLC, and an Investment Advisor Representative for Strategic Retirement Benefits Group, LLC, dedicating full-time hours to these roles. She also sells fixed annuities and non-variable insurance products for Strategic Retirement Benefits Group, LLC, spending a few hours per week on this activity, and acts as power of attorney and healthcare proxy for her mother.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
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.