Advisor at Schwab Wealth Advisory
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Firm
Schwab Wealth Advisory
Location
Pinetop, AZ
Credentials
Series 63, Series 66
Industry experience
25 years
Karen Sherlock is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including over a decade with Schwab Wealth Advisory and more than 20 years with Charles Schwab. Outside of her advisory role, she assists restaurant owners at L'Amore in Phoenix. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, utilizing Schwab’s asset-allocation models and proprietary research tools. The firm operates within The Charles Schwab Corporation’s integrated product and service ecosystem, offering clients access to a wide range of investment options and financial planning services.
Based on Schwab Wealth Advisory
Based on Schwab Wealth Advisory
Schwab receives commission-based compensation from mutual funds, ETFs, annuities, insurance products, and alternative investments held in accounts; SWAI Representatives do not receive additional compensation based on product recommendations.
Account minimum: $500,000
Pinetop, AZ
Arizona · Texas
Schwab Wealth Advisory
2012 - Present (14 years)
Charles Schwab
2000 - Present (26 years)
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Fund sponsor
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Lawyer
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Real estate agent
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