L. KAREN CHARVONIA, AAMS®, AWMA®

Senior Vice President - Investment Officer

Address: 8777 N Gainey Center Dr, SUITE 100 , Scottsdale , AZ 85258
Phone: 480-443-5714 | 800-235-5152     Fax: 480-443-5744

My Background

My Associate(s): Rosemary Altuna, Senior Registered Client Associate

My Experience

  • 2008 - present : Wells Fargo Advisors, Financial Advisor
  • 2004 - 2008 : Wachovia Securities, Financial Advisor
  • 2000 - 2004 : Prudential Securities, Financial Advisor
  • 1987 - 2000 : Smith Barney, Financial Advisor
  • 1984 - 1987 : Shearson Lehman, Financial Adivsor

My Education & Credentials

  • Fundamental Choice Portfolio Manager

My Community Involvement

  • Horses Help Non Profit Organization
  • Contributor to World Wildlife Fund
  • Contributor to Arizona Humane Society
Securities Registered in the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, MA, ME, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI, WY
Insurance licensed in the following states: AZ, CA (Lic. # 0B44585), CO, CT, ID, KS, NJ, NV, NY, OH, OR, SC, SD (Lic. # 5880167), TX, WA, WY
L. KAREN CHARVONIA: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Arizona : Scottsdale Branch