JAMES ROBERT KARBERG is an investment adviser representative (IAR) with state registration records since 2000, appearing at 9 firms. Currently registered with REDW WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| REDW WEALTH LLC | 2024-10-01 | present | Yes |
| AVANTAX ADVISORY SERVICES | 2019-10-25 | 2024-09-30 | — |
| 1ST GLOBAL ADVISORS INC | 2018-02-01 | 2019-10-25 | — |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2017-06-15 | 2018-01-12 | — |
| STRATEGIC ADVISERS LLC | 2015-02-24 | 2017-01-19 | — |
| CHARLES SCHWAB & CO., INC. | 2013-06-03 | 2015-02-06 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2003-10-17 | 2005-05-25 | — |
| WELLS FARGO INVESTMENTS, LLC | 2002-10-24 | 2003-11-14 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2000-04-17 | 2002-10-23 | — |