Unclaimed Profile

Karen R. Brown

BEESE, FULMER INVESTMENT MANAGEMENT, INC.·CANTON, Ohio

Clean recordBEESE, FULMER INVESTMENT MANAGEMENT, INC.

220 MARKET AVENUE, SOUTH, CANTON, OH 44702-2177CRD# 4346783Firm CRD# 109882

Profile Verification

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

Identity

Karen R. Brown · CANTON, OH

Registration

CRD #4346783 · BEESE, FULMER INVESTMENT MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karen R. Brown is a registered financial advisor based in CANTON, Ohio, affiliated with BEESE, FULMER INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BEESE, FULMER INVESTMENT MANAGEMENT, INC.

BEESE FULMER PRIVATE WEALTH MANAGEMENT

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BEESE, FULMER INVESTMENT MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4346783

Firm CRD# 109882

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen R. Brown offer?

Karen R. Brown specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CANTON, Ohio for a consultation.

What are Karen R. Brown's credentials?

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

Where is Karen R. Brown located?

Karen R. Brown is based in CANTON, Ohio, working with BEESE, FULMER INVESTMENT MANAGEMENT, INC.. Their office serves clients in the CANTON metropolitan area and surrounding communities.

How does Karen R. Brown charge for services?

Karen R. Brown'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 BEESE, FULMER INVESTMENT MANAGEMENT, INC.?

BEESE, FULMER INVESTMENT MANAGEMENT, INC. has approximately 6 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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