Unclaimed Profile

Karen Lee

CHOREO, LLC·ROCKFORD, Illinois

SIE, Series 7TO, Series 24Clean recordCHOREO, LLC

6735 VISTAGREEN WAY, ROCKFORD, IL 61107CRD# 7032510Firm CRD# 111221

Profile Verification

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

Identity

Karen Lee · ROCKFORD, IL

Registration

CRD #7032510 · CHOREO, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHOREO, LLC

CRD 111221 · SEC 801-57236

AUM

$16.0B

Regulatory assets under management

Employees

225

24,966 client accounts

Services offered by CHOREO, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHOREO, LLC →

Introduction

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Frequently Asked Questions

What services does Karen Lee offer?

Karen Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are Karen Lee's credentials?

Karen Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Lee located?

Karen Lee is based in ROCKFORD, Illinois, working with CHOREO, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does Karen Lee charge for services?

Karen Lee'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 CHOREO, LLC?

CHOREO, LLC has approximately 225 employees and manages $16.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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