KV

Karen S. Vavra

VCM WEALTH
Collegeville, PA
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CRD#: 2918570
KV

Professional summary


Karen Suzanne Vavra, who also goes by Karen Suzanne Hill, Karen Hill, Karen Suzanne Hill-vavra, is a registered financial advisor currently at VCM WEALTH located in Collegeville, Pennsylvania.

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Karen has worked at 4 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Karen Suzanne Hill | Karen Hill | Karen Suzanne Hill-Vavra

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.

CRS (Client Relationship Summary) - RIA


Click below to view Karen Suzanne Vavra's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 31, 2009 - Present

VCM WEALTH

RIA
CRD#: 149307
Collegeville, PA
Past

November 17, 1999 - December 12, 2002

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
MALVERN, PA
Past

September 21, 1999 - August 15, 2007

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

January 15, 1999 - September 24, 1999

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(7/31/2009)

Exams


State Security Law Exam
State Security Law Exam
IAR
Series 65
Date: 10/21/1998
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VW
VCM WEALTH
VAVRA CAPITAL MANAGEMENT, LLC | VCM WEALTH

CRD#: 149307 / SEC#: 801-135663

California
Registered Investment Advisory firm - (11/19/2020 Terminated)
Delaware
Registered Investment Advisory firm - (5/28/2013 Approved)
Florida
Registered Investment Advisory firm - (6/20/2018 Approved)
New Jersey
Registered Investment Advisory firm - (4/12/2010 Approved)
Pennsylvania
Registered Investment Advisory firm - (4/21/2009 Approved)
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Contact information


Main Address
Collegeville, PA
Mailing Address
Phone number
(610) 489-3018
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts297
AUM (Assets Under Management)$ 104,770,049

Red Flags


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Company Information


VCM WEALTH

CRD#: 149307Collegeville, PA

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