Unclaimed Profile

Kara Lynn Downing

ENDEAVOR WEALTH ADVISORS, LLC·PEPPER PIKE, Ohio

Series 65Clean record19 years registeredENDEAVOR WEALTH ADVISORS, LLC

29525 CHAGRIN BLVD., PEPPER PIKE, OH 44122CRD# 5320643Firm CRD# 305348

Profile Verification

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

Identity

Kara Lynn Downing · PEPPER PIKE, OH

Registration

CRD #5320643 · ENDEAVOR WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ENDEAVOR WEALTH ADVISORS, LLC

Sep 2019 – present

YOUNITY WEALTH PARTNERS, LLC

Mar 2016 – Dec 2019

PEPPER PIKE, OH

SPERO-SMITH INVESTMENT ADVISERS, INC.

Apr 2007 – Jan 2016

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENDEAVOR WEALTH ADVISORS, LLC

CRD 305348 · SEC 801-122214

AUM

$192M

Regulatory assets under management

Employees

467 client accounts

Services offered by ENDEAVOR WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENDEAVOR WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kara Lynn Downing offer?

Kara Lynn Downing specializes in Financial Planning, Investment Management. Contact their office in PEPPER PIKE, Ohio for a consultation.

What are Kara Lynn Downing's credentials?

Kara Lynn Downing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kara Lynn Downing located?

Kara Lynn Downing is based in PEPPER PIKE, Ohio, working with ENDEAVOR WEALTH ADVISORS, LLC. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.

How does Kara Lynn Downing charge for services?

Kara Lynn Downing's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENDEAVOR WEALTH ADVISORS, LLC?

ENDEAVOR WEALTH ADVISORS, LLC has approximately 3 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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