Sabrina F. Karns
Professional summary
Sabrina F Karns, CFP®, who also goes by Sabrina Faye Karns, Sabrina F Sala, Sabrina Faye Sala, Sabrina F Slate, Sabrina Faye Slate, is a registered financial advisor currently at THE ADVOCATE GROUP, LLC located in Minnetonka, Minnesota.
Sabrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Sabrina has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sabrina F Karns's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2021 - Present
THE ADVOCATE GROUP, LLC
Office #1: 601 Carlson Parkway Suite 1100, Minnetonka, MN 55305October 13, 2015 - October 20, 2021
COMMONWEALTH FINANCIAL NETWORK
October 13, 2015 - October 20, 2021
COMMONWEALTH FINANCIAL NETWORK
December 10, 2013 - October 12, 2015
1ST GLOBAL ADVISORS INC
October 10, 2012 - October 12, 2015
1ST GLOBAL CAPITAL CORP.
Primary Firm SEC Registration
THE ADVOCATE GROUP, LLC
CRD#: 155270 / SEC#: 801-72157
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/18/2021)
Exams
Series 7TO
Date: 3/27/2024
General Securities Representative ExaminationCurrent Firm
THE ADVOCATE GROUP, LLC
CRD#: 155270 / SEC#: 801-72157
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,025 |
| AUM (Assets Under Management) | $ 713,330,620 |
Red Flags
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