Kara Beth Vance
CFP®Professional Summary
Kara Beth Vance, CFP®, who also goes by Kara Vance, Kara Beth Vance, is a registered financial advisor currently at TIMOTHY FINANCIAL COUNSEL, INC. located in Wheaton, Illinois. Kara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kara has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
- Business Services
- Education Funding
Specializations
Other Aliases
Kara Vance, Kara Beth Vance
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Videos & Posts
This advisor has not added any videos or posts yet.
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THE DALA GROUP, LLC
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
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Disclosures on record.
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Credentials
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
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Current Firm
TIMOTHY FINANCIAL COUNSEL, INC.
Contact Information
Main Address
104 E. Roosevelt Road Suite 200, Wheaton, IL 60187Phone Number
(630) 681-0700# of Employees
20SEC notice filing (28 States and Territories)
Registered to provide investment advisory services in 28 US states and territories.
Documents
Part 2 Brochures
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THE DALA GROUP, LLC
J.P. MORGAN SECURITIES LLC
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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THE DALA GROUP, LLC
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Primary Firm SEC Registration
TIMOTHY FINANCIAL COUNSEL, INC.
State Registrations and Notice Filings
(4/7/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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THE DALA GROUP, LLC
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CRS (Client Relationship Summary) - RIA
Click below to view Kara Beth Vance's CRS (Customer Relationship Summary).
Services Offered by Kara
- Retirement Planning
- Investment Management
- Financial Planning
- Business Services
- Education Funding
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THE DALA GROUP, LLC
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