Karen C. Houghton

INFINITE GIVING ADVISORY SERVICES

ATLANTA, GA 30305

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CRD#: 7411463

Professional summary

Karen Christine Houghton is a registered financial advisor currently at INFINITE GIVING ADVISORY SERVICES, INC. located in Atlanta, Georgia.

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Karen has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Infinite Giving Technologies, Inc.; investment-related; Atlanta, GA; CEO, CFO, and Secretary; 10/01/22; 10 hours per month/ 10 hours per month during trading hours; recommending SaaS business to nonprofits that would benefit from a gifting page to receive donations in the form of stock, crypto, and endowments. Infinite Giving Holdings, LLC; not investment-related; Atlanta, GA; owner; 0 hours per month; 10/01/2022; manager of holding company

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Christine Houghton'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®

None

Experience

Current

October 13, 2021 - Present

INFINITE GIVING ADVISORY SERVICES, INC.

Office #1: 3423 Piedmont Road Ne Suite 264, Atlanta, GA 30305

RIA

CRD#: 315935

ATLANTA, GA

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

California
(4/11/2024)

IAR

Colorado
(11/1/2023)

IAR

Georgia
(10/13/2021)

IAR

North Carolina
(8/19/2024)

IAR

Pennsylvania
(4/23/2025)

IAR

Texas
(3/12/2024)

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

State Security Law Exam

IAR

Series 65

Date: 8/3/2021

Uniform Investment Adviser Law Examination

Current Firm

INFINITE GIVING ADVISORY SERVICES, INC.

INFINITE GIVING | INFINITE GIVING LLC | INFINITE GIVING ADVISORY SERVICES, INC. | INFINITE GIVING ADVISORY SERVICES LLC

CRD#: 315935 / SEC#: 801-134837

California

Registered Investment Advisory firm - (4/11/2024 Approved)

Colorado

Registered Investment Advisory firm - (11/1/2023 Approved)

Georgia

Registered Investment Advisory firm - (1/5/2022 Approved)

North Carolina

Registered Investment Advisory firm - (8/19/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/23/2025 Approved)

Texas

Registered Investment Advisory firm - (3/12/2024 Conditional Restricted)

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Contact information

Main Address

3423 Piedmont Road Ne Suite 264, Atlanta, GA 30305

Mailing Address

Phone number

(888) 926-4483

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

INFINITE GIVING - FORM ADV 2A - FIRM BROCHURE (10/28/2025)

Regulatory assets under management

Total Number of Accounts	175
AUM (Assets Under Management)	$ 100,133,330

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Karen C. Houghton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Christine Houghton's CRS (Customer Relationship Summary).

Certified licenses

Experience

INFINITE GIVING ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2021

Current Firm

INFINITE GIVING ADVISORY SERVICES, INC.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INFINITE GIVING ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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