Karen Pardieck Grindlay
Investment adviser representative at Charter Advisory Corporation
34 yearsExperience
1 stateRegistered in
$333.1MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- LPL Financial LLCSep 2009 to now
- Charter Advisory CorporationMar 1998 to now
- Terry B Grindlay, Pc CpasOct 1994 to now
- Karen P GrindlayApr 1992 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (IN).
Charter Advisory Corporation
Legal name: Financial Consultants & Advisory Corporation
$333.1MAssets managed
593Clients
14Advisers
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
- 3013041
- Firm CRD
- 113390