Karen C. Sims
Professional summary
Karen C Sims, who also goes by Karen Chandler Sims, is a registered financial professional currently at METRIC FINANCIAL, LLC located in Atlanta, Georgia.
Karen is registered as a RR (Registered Representative) and started their career in finance in 2019. Karen has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Karen C Sims's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 24, 2025 - Present
METRIC FINANCIAL, LLC
Office #1: 1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309August 8, 2023 - June 13, 2024
REALTA EQUITIES, INC.
April 22, 2022 - June 22, 2023
VENTURE.CO BROKERAGE SERVICES LLC
April 15, 2019 - January 18, 2022
CABOT LODGE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/24/2025)
(4/24/2025)
Exams
Series 7TO
Date: 4/15/2019
General Securities Representative ExaminationFINRA
Current Firm
METRIC FINANCIAL, LLC
CRD#: 33324 / SEC#: , 8-46684
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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