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Courtney Marie Karella

Para Wealth Advisors, Inc.

Camas, WA

CRD 5234674

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Employer firm

Para Wealth Advisors, Inc. CRD 322683

$221M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Para Wealth Advisors, Inc.

2005 Se 192Nd Ave Suite 200, Camas, WA 98607 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-15
WA RA APPROVED 2026-03-10
  • OR RA
    APPROVED
    Since 2026-04-15
  • WA RA
    APPROVED
    Since 2026-03-10

Branch Locations

2005 Se 192Nd Ave Suite 200, Camas, WA 98607 • 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
Para Wealth Advisors, Inc. Camas WA 10/2025 Present
Pinnacle Wealth Advisors Clackamas OR 11/2023 10/2025
Security First Advisors Portland OR 06/2014 11/2023
  • 10/2025 → Present
    Camas, WA
  • 11/2023 → 10/2025
    Pinnacle Wealth Advisors
    Clackamas, OR
  • 06/2014 → 11/2023
    Security First Advisors
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
Other Names
  • Courtney L Karella

View on SEC IAPD

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