Unclaimed Profile

Robert Alan Karn

KARN, COUZENS & ASSOCIATES, INC.·FARMINGTON, Connecticut

SIE, Series 7, Series 24, Series 51, Series 63CFPClean record36 years registeredKARN, COUZENS & ASSOCIATES, INC.

10 MELROSE DRIVE, FARMINGTON, CT 06032CRD# 1182193Firm CRD# 115582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Alan Karn · FARMINGTON, CT

Registration

CRD #1182193 · KARN, COUZENS & ASSOCIATES, INC. · 36 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

May 2022 – present

ROYAL ALLIANCE ASSOCIATES, INC.

Oct 1993 – May 2022

FARMINGTON, CT

KARN, COUZENS & ASSOCIATES, INC.

Jul 1990 – May 2022

FARMINGTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · July 23, 1990

Years registered · 36

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KARN, COUZENS & ASSOCIATES, INC.

CRD 115582 · SEC 801-62658

AUM

$609M

Regulatory assets under management

Employees

1,219 client accounts

Services offered by KARN, COUZENS & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KARN, COUZENS & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Alan Karn offer?

Robert Alan Karn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Robert Alan Karn's credentials?

Robert Alan Karn holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Alan Karn located?

Robert Alan Karn is based in FARMINGTON, Connecticut, working with KARN, COUZENS & ASSOCIATES, INC.. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Robert Alan Karn charge for services?

Robert Alan Karn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KARN, COUZENS & ASSOCIATES, INC.?

KARN, COUZENS & ASSOCIATES, INC. has approximately 9 employees and manages $609M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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