KH
Karim K. Harrell
AIMCDONNAUGH & CO.
portsmouth, VA
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CRD#: 5990589
KH
Karim K HarrellAIMCDONNAUGH & CO.
Professional summary
Karim K Harrell is a registered financial advisor currently at AIMCDONNAUGH & CO. INC. located in Portsmouth, Virginia.
Karim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Karim has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
None
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.
First Rate Real Estate LLC & Associates: 1025 Naval Ave Unit B Portsmouth, VA 23704. Not Investment related. Partner. Locate under valued land property and increase the value by renovating/building the property or land. 10% time devoted. 10 hrs per month. 0 hrs during trading. Started: 01/01/2017. ------------------------------------------------------------------------------------------------------------------------- Shaffer Realty Referral, LLC: 500 Baylor Ct Ste B, Chesapeake, VA 23320. Real Estate Sales/Referral. Referring customers to our office and receiving a commission if the customer I referred buys or sells property. 0% time devoted. 0 hrs per month. hrs per month during trading. Started: 01/01/2017.----------------------------------------------------------------------------------------------------------------------------- INTEGRITY DEVELOPMENT LLC POSITION: Partner NATURE: Buying property to rent out for positive cash flow and appreciation, buying property to renovate and sell for a profit, buying landto build homes on to sell for a profit, buying land to subdivide and sell for a profit, andbuying land to develop for a profit. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2018 ADDRESS: 1025 Naval avenue, Unit B, Portsmouth VA 23704, United States DESCRIPTION: I am responsible for locating land andproperty, coordinating the renovation of the property/subdividing land. I willdecide if the property will be purchased, renovated, and if the property will be rented out or sold. I am responsible for collecting the profit from the sale of the property and the rent roll.----------------------------------------------------------------------------------------------------------- SUPREME ASSETS INCORPORATED POSITION: Corporate officer/partner NATURE: Sweet Frog frozen yogurt shop INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/09/2018 ADDRESS: 3545 Buckner Blvd, Suite 104 B, Virginia Beach VA 23453, United States DESCRIPTION: Hire/fire employees, purchase goods for the shop, make employees schedule, overall management of the shop.------------------------------------------------------------------------------------------------------------------------------------------------------------------ FIRST RATE TRUCKING LLC POSITION: President NATURE: My company will be compensated by our leasing company for picking up and delivering freight. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/12/2019 ADDRESS: 1025 Naval Avenue, Unit B, Portsmouth VA 23704, United States DESCRIPTION: Ensure the vehicles are well maintained andensure all of the businessexpenses and payroll are taken care of. KEYUNIVERSAL INC. POSITION: Vice President NATURE: My business is a federal contractorto the US government. We provide goods and services to the Federal, State, and Local government. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2019 ADDRESS: 1025 Naval avenue, Unit B, Portsmouth VA 23704, United States DESCRIPTION: As the owner of the company my duties are to ensure the accounting is kept and manage any project/contract we receive.
CRS (Client Relationship Summary) - RIA
Click below to view Karim K Harrell's 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®
NoneExperience
Current
December 1, 2025 - Present
AIMCDONNAUGH & CO. INC.
RIA
CRD#: 124512
portsmouth, VA
Past
December 12, 2024 - July 10, 2026
MCDONNAUGH SECURITIES LLC
BD
CRD#: 290233
BALDWIN, NY
Past
September 14, 2017 - December 31, 2022
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
Virginia Beach, VA
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
New York(12/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
A&
AIMCDONNAUGH & CO. INC.
AIMCDONNAUGH & CO. INC.
CRD#: 124512 / SEC#:
Florida
Registered Investment Advisory firm - (4/24/2025 Approved)New York
Registered Investment Advisory firm - (3/16/2022 Approved)Loading...
Contact information
Main Address
2425 Grand Ave, Baldwin, NY 11510
Mailing Address
2425 Grand Ave, Baldwin, NY 11510
Phone number
(516) 442-1071
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 5,900,000 |
Red Flags
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