Karsten Ortlip is a registered investment advisor, based in Atlanta, GA, with 1 years of industry experience.
Location
550 Pharr Road, Suite 400, Atlanta, GA, 30305
Get directionsHistory
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
Karsten works as a financial consultant for Florida Financial Advisors and sells fixed insurance through Florida Financial Insurance, dedicating a few hours per week to insurance sales. He is also a registered representative with Trinity Wealth Securities, LLC.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
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.