Claim Profile
Unclaimed Profile
KV

Karen Campbell Vining

VINING FINANCIAL SERVICES, INC.·MARIETTA, Georgia
Clean recordVINING FINANCIAL SERVICES, INC.
4994 LOWER ROSWELL ROAD, MARIETTA, GA 30068CRD# 1262009Firm CRD# 126317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Campbell Vining · MARIETTA, GA
Registration
CRD #1262009 · VINING FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karen Campbell Vining is a registered financial advisor based in MARIETTA, Georgia, affiliated with VINING FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Karen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Karen is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VINING FINANCIAL SERVICES, INC.
VINING FINANCIAL
AUM
$46M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1262009
Firm CRD# 126317
View on FINRA BrokerCheck →

Looking for a financial advisor in MARIETTA?

Browse all registered financial advisors in MARIETTA, Georgia or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Karen Campbell Vining offer?
Karen Campbell Vining specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Karen Campbell Vining's credentials?
Karen Campbell Vining is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Campbell Vining located?
Karen Campbell Vining is based in MARIETTA, Georgia, working with VINING FINANCIAL SERVICES, INC.. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Karen Campbell Vining charge for services?
Karen Campbell Vining'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 VINING FINANCIAL SERVICES, INC.?
VINING FINANCIAL SERVICES, INC. has approximately 6 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →