KAREN ADELLE SMITH is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2026-01-27 | present | Yes |
| WEALTHSPIRE ADVISORS | 2019-01-29 | 2020-12-31 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2007-08-01 | 2016-10-31 | — |