Karen Oxner is a registered investment advisor, based in Beaumont, TX, with 2 years of industry experience.
Location
4055 Dowlen Road,, Suite 121, Beaumont, TX, 77706
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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 agent selling fixed insurance contracts since June 2024, dedicating minimal time to this activity. She also volunteers on the budget and finance committee for Calvary Baptist Church and is an advisor for The Dickerson Group, where overhead expenses are paid, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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