KAREN VERGARA is an investment adviser representative (IAR) with state registration records since 2010, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-07-03 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2019-03-06 | 2022-05-05 | — |
| TD AMERITRADE, INC. | 2018-02-27 | 2019-01-14 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-02-26 | 2019-01-14 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2016-06-27 | 2018-02-26 | — |
| 1ST GLOBAL ADVISORS INC | 2014-01-01 | 2014-07-07 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2010-03-05 | 2013-12-06 | — |
| TD AMERITRADE, INC. | 2010-03-05 | 2013-12-06 | — |