Karen P. Dowling
Professional summary
Karen Prescia Dowling, who also goes by Karen Anne Bradley, Karen Anne Lastra, Karen Anne Prescia, Karen Prescia Reich, is a registered financial advisor currently at CHANCELLOR FINANCIAL SERVICES, INC. located in Orland Park, Illinois.
Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Karen has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Karen Prescia Dowling's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2017 - Present
CHANCELLOR FINANCIAL SERVICES, INC.
Office #1: 10727 Winterset Drive, Orland Park, IL 60467April 12, 2016 - March 31, 2017
GRADIENT ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2017)
(10/8/2024)
Current Firm
CHANCELLOR FINANCIAL SERVICES, INC.
CRD#: 286148 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 160 |
| AUM (Assets Under Management) | $ 26,402,697 |
Red Flags
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