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Karin Elizabeth Mckerahan

Karin E. Mckerahan

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CRD#: 2889876
Karin Elizabeth Mckerahan

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Karin Elizabeth Mckerahan, CFP®, who also goes by Karin Mckerahan, was a registered financial professional .

Karin is a previously registered financial professional and started their career in finance in 2019. Karin had worked at 1 firm and has passed the Series 7 exam.

top-8-questions

Question & Answer


Do you have an area of expertise or specialization?
Middle Income Client Needs
Women's Financial Planning Iss...
Are you a "fiduciary"?
No

Aliases


Karin Mckerahan

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

March 12, 2019 - April 19, 2024

MCKERAHAN FINANCIAL SERVICES

RIA
CRD#: 118487
MURRIETA, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 4/29/1997
General Securities Representative Examination

Current Firm


MF
MCKERAHAN FINANCIAL SERVICES
MCKERAHAN FINANCIAL SERVICES | MCKERAHAN, KARIN, ELIZABETH

CRD#: 118487 / SEC#:

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Contact information


Main Address
Murrieta, CA
Mailing Address
Phone number
(909) 754-0228
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MCKERAHAN FINANCIAL SERVICES

CRD#: 118487

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Contact information


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