Best Investors Account Sign in
Inactive

Karen Rae Goodfriend

Wealthvalues, LLC

Redwood City, CA

Claim This Profile
Current Employers
Wealthvalues, Llc

303 Twin Dolphin Dr. Suite 600, Redwood City, CA 94065 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2006-04-20
TX RA APPROVED 2006-04-20
  • CA RA
    APPROVED
    Since 2006-04-20
  • TX RA
    APPROVED
    Since 2006-04-20

Branch Locations

303 Twin Dolphin Dr. Suite 600, Redwood City, CA 94065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Values, Llc Fka Kk Wealth Advisors, Llc Redwood City CA 03/2006 Present
  • 03/2006 → Present
    Wealth Values, Llc Fka Kk Wealth Advisors, Llc
    Redwood City, CA
Previous Registrations
  • 2004-06-01 → 2006-07-27
    Allied Consulting Group
    Los Angeles, CA
  • 2000-04-03 → 2004-06-22
    Goldstein Munger + Associates
    Menlo Park, CA
Designations
Other Names
  • Karen R. Goodfriend

View on SEC IAPD

Other Firms

STRATOS WEALTH PARTNERS, LTD
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
NEPC, LLC
AINA CLIMATE AI VENTURES, LLC
OSAIC INSTITUTIONS, INC.
1ST COURSE CAPITAL MANAGEMENT, LLC
VR FUND MANAGEMENT, L.L.C

Other Investors

JOSEPH CAPPELLO SANTOMIERI
JON NICHOLAS PETTINELLI
RICHARD MANUEL RODRIGUEZ
RENATA KARIN CARICO
Luke Thomas Mokma
Samantha Rene Mokma
Diana Pastrana
NORA KHACHATRYA GASPARYAN

Other Offices

STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA
OSAIC WEALTH, INC. · REDWOOD CITY, CA
NEPC, LLC · Redwood City, CA
AINA CLIMATE AI VENTURES, LLC · REDWOOD CITY, CA
OSAIC INSTITUTIONS, INC. · Redwood City, CA
1ST COURSE CAPITAL MANAGEMENT, LLC · REDWOOD CITY, CA

More in Redwood City, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor