Karen Burns is a registered investment advisor, based in Dallas, TX, with 31 years of industry experience.
Location
12720 Hillcrest Rd, Suite 910, Dallas, TX, 75230
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Regulatory History (1)
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Criminal
March 1992Final Disposition
Other Business Activities
Karen is the President and Investment Advisor Representative of Capital Ideas Inc. since 1995, and a minority shareholder since December 2022. She also holds minority ownership in Alpha Capital Dallas LLC since December 2021, is a Registered Representative with Rhodes Securities, Inc. since April 2020, is involved with Alliance Financial Holdings LLC since April 2020, and acts as CCO for Bearing Financial Advisors, LLC.
Employment History
Current Registrations
Rhodes Securities, INC.Broker
April 2020 - Present · 6 yrs
Capital Ideas
April 1998 - Present · 28 yrs
Previous Registrations
Alliance Financial Group, INC.Broker
May 2006 - June 2020 · 14 yrs 1 mo
Riverstone Wealth Management, INC.Broker
April 1998 - May 2006 · 8 yrs 1 mo
Weber Investment CorporationBroker
July 1995 - May 1998 · 2 yrs 10 mos
Southwest Securities, INC.Broker
January 1995 - June 1995 · 5 mos
State Registrations16 states
CAFLGAILMAMNMOMSNCNYOHORSDTNTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.