Karen Campbell Vining

Current Employers

Employment History

• 07/1998 → 04/2020
  Vining Financial
  Marietta, GA
• 07/1998 → 08/2024
  Triad Advisors, Inc.
  Marietta, GA
• 02/2015 → 07/2019
  Wealth & Pension Services Group, Inc.
  Marietta, GA
• 10/2020 → 01/2022
  Incompass Financial Partners
  Marietta, GA
• 06/2022 → Present
  Incompass Financial Partners, Llc
  Marietta, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Marietta, GA

Previous Registrations

• 2019-03-29 → 2022-07-01
  Triad Advisors Llc
  Marietta, GA
  Marietta, GA
  Canton, GA
  Atlanta, GA
  Athens, GA
  Atlanta, GA
  Alpharetta, GA
  Marietta, GA
  Canton, GA
  Marietta, GA
  Atlanta, GA
  Athens, GA
  Alpharetta, GA
  Marietta, GA
  Canton, GA
  Marietta, GA
  Atlanta, GA
  Athens, GA
  Alpharetta, GA
  Marietta, GA
  Canton, GA
  Marietta, GA
  Atlanta, GA
  Athens, GA
  Alpharetta, GA
• 2015-04-29 → 2019-08-14
  Southbridge
  Marietta, GA
  Marrietta, GA
• 2005-10-14 → 2015-10-07
  Vining Financial
  Marietta, GA
  Marietta, GA

Other Businesses

1) INSURANCE SALES; INVESTMENT-RELATED; MARIETTA, GA; INSURANCE AGENT; 2020; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS 2) KCV Properties,LLc;not investment related;4167 Gemstone Terrace,Marietta,GA 30062;owns office space for VFS;president;11/2007;0 hrs/month;0 hrs during trading;pay mortgage & utilities monthly,misc landlord type things like repairs 3) Incompass Financial Partners,LLC;investment related;4994 Lower Roswell Rd,#4,Marietta,GA 30068;financial planning;investment advisor,partner;10/2020;160 hrs/month;6.5 hrs during trading;financial planning,client service

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-12
• S63 Uniform Securities Agent State Law Examination
  1984-09-18

Other Names

• Karen Elizabeth Campbell
• Karen Elizabeth Campbell