Unclaimed Profile

Kara Lynn Downing

ENDEAVOR WEALTH ADVISORS, LLC·PEPPER PIKE, Ohio

Clean recordENDEAVOR 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kara Lynn Downing is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with ENDEAVOR WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ENDEAVOR WEALTH ADVISORS, LLC

AUM

$192M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ENDEAVOR WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5320643

Firm CRD# 305348

View on FINRA BrokerCheck →

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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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