Karen Joy McMillan is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with PARALLEL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PARALLEL ADVISORS, LLC | 2025-11-07 | present | Yes |
| OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 2017-04-11 | 2025-11-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-06 | 2017-03-21 | — |
| UBS FINANCIAL SERVICES INC. | 2007-02-09 | 2009-10-06 | — |
| KEYBANC CAPITAL MARKETS INC. | 2006-01-24 | 2007-02-09 | — |