TrueAdvisor
TrueAdvisor
KI
KI

Karen Lorraine Ireland

Mfs Institutional Advisors INC.
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Mfs Institutional Advisors INC.
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only

Location

111 Huntington Avenue, Boston, MA, 02199-7618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mfs Institutional Advisors INC.
December 2015 - Present · 10 yrs 2 mos
Mfs Fund Distributors, INC.
November 2015 - Present · 10 yrs 3 mos
Mfs Fund Distributors, INC.Broker
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Pioneer Institutional Asset Management, INC.
June 2008 - August 2015 · 7 yrs 2 mos
Pioneer Funds Distributor, INC.Broker
October 2007 - August 2015 · 7 yrs 10 mos
Mfs/sun Life Financial Distributors, INC.Broker
January 2001 - August 2004 · 3 yrs 7 mos
Manufacturers Securities Services, LLCBroker
July 2000 - November 2000 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.