Karen E. Kilbride
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.
Karen Elise Kilbride, CFP®, who also goes by Karen Elise Flanders, was a registered financial professional .
Karen is a previously registered financial professional and started their career in finance in 2003. Karen had worked at 4 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2003
Experience
January 2, 2023 - January 3, 2025
PENOBSCOT FINANCIAL ADVISORS
January 9, 2013 - January 25, 2023
PORTLAND INTEGRITAS ADVISORS, LLC
August 9, 2004 - January 2, 2013
ON COURSE FINANCIAL GROUP, LLC
October 29, 2003 - August 20, 2004
ROBINSON SMITH WEALTH ADVISORS, LLC
Primary Firm SEC Registration
PENOBSCOT FINANCIAL ADVISORS
CRD#: 286211 / SEC#: 801-108988
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PENOBSCOT FINANCIAL ADVISORS
CRD#: 286211 / SEC#: 801-108988
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,925 |
| AUM (Assets Under Management) | $ 434,543,021 |
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.
