Karen Deborah Morse
Investment adviser representative at 626 Financial, LLC
19 yearsExperience
1 stateRegistered in
$379.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- 626 Financial, LLCMar 2021 to now
- LPL Financial LLCFeb 2018 to now
- Oppenheimer & CoFeb 2007 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
626 Financial, LLC
$379.6MAssets managed
451Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2200990
- Firm CRD
- 306474