Karp Financial Strategies

Financial Services • Mooresville, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	139 W. McNeely Ave., Mooresville, NC 28115, US
Phone number	+19546332410
Websites	karpfinancial.com karpfinancialstrategies.com
NAICS	52
SIC	628
Keywords	Financial Planning
Founded	1993
Employees	1-10
Socials

Key Contact at Karp Financial Strategies

Jeff Karp

President / CLU, ChFC, CASL®

About Karp Financial Strategies

Welcome to Karp Financial Strategies, Inc. We consider each relationship a privilege and each client a reflection of the high standards of practice in which we operate. We are dedicated to serving our clients with integrity, accountability, and a total focus on what is in their best financial interests. Our goal is to create an experience for our clients that empowers them to take control of their financial future. By managing wealth for today, building security for tomorrow, and creating enjoyment for a lifetime, Karp Financial Strategies strives to put the fun back in financial planning. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://karpfinancial.com/

Karp Financial Strategies revenue & valuation

Annual revenue	$18,500,000
Revenue per employee	$18,487,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$59,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Karp Financial Strategies has never raised funding before.