Kara V. Elbert
Professional summary
Kara Vay Elbert, CFP®, who also goes by Kara Vay Gustafson, is a registered financial advisor currently at ELBERT FINANCIAL CONSULTING, INC. located in Charlotte, North Carolina.
Kara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Kara has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kara Vay Elbert's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 25, 2002 - Present
ELBERT FINANCIAL CONSULTING, INC.
February 3, 1994 - December 31, 1996
INVESTORS SECURITY COMPANY, INC.
January 23, 1990 - January 16, 1992
SCEPTER SECURITIES, INC.
September 19, 1986 - January 23, 1988
CNB INVESTMENTS, INC.
October 23, 1985 - November 5, 1985
WALL STREET ACCESS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/25/2002)
Exams
Current Firm
ELBERT FINANCIAL CONSULTING, INC.
CRD#: 117847 / SEC#:
Contact information
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/15/2025 | ||
| 11/21/2024 | ||
| 01/30/2024 | ||
| 04/10/2023 |
Red Flags
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