Karen True Winslow

Current Employers

Employment History

• 11/1996 → Present
  Lpl Financial Llc (Fka Linsco/Private Ledger Corp.)
  Portland, ME

Other Businesses

1. 12/03/1997 - WINTERGREEN FINANCIAL GROUP INS. AGENCY - Non-Profit Board Member - INS. ASSOC. MEMBER & CHAIRPERSON - 1% OF TIME SPENT 2. 12/03/1997 - WINTERGREEN FINANCIAL GROUP INS. AGENCY - Non-Profit Board Member - INS. ASSOC. MEMBER & CHAIRPERSON OF LUPIC COMMITTE - NO TIME SPENT 3. 07/18/2003 - DBA for LPL Business (entity for LPL business) - TRUE FINANCIAL CONSULTING, LLC - PORTLAND, ME 4. 04/17/2007 - WINTERGREEN FINANCIAL GROUP - NON-VARIABLE INSURANCE DBA - WINTERGREEN FINANCIAL GROUP - WINTERGREEN IS A LICENSED INSURANCE AGENCY IN MAINE AND WE SELL FIXED LIFE AND ANNUITIES THRU THE DBA, ALSO MANAGE THE OFFICE EXPENSES AND OVERHEAD OF THE CORPORATION. - 25% OF TIME SPENT - PORTLAND, ME 5. 11/04/2008 - BUSINESS ENTITY FOR ACCOUNTING PURPOSES - FOR TAX PURPOSES ONLY. WILL NOT BE HELD OUT TO THE PUIBLIC. - C CORP - PINETREE FINANCIAL ADVISORS INC 6. 11/07/2008 - WINTERGREEN FINANCIAL GROUP - NON-VARIABLE INSURANCE DBA - WINTERGREEN FINANCIAL GROUP - DBA WAS PREVIOUSLY APPROVED FOR FIXED INSURANCE BUSINESS BUT ALSO USE THE DBA FOR LPL BUSINESS - 100% OF TIME SPENT - PORTLAND, ME 7. 11/07/2008 - WINTERGREEN FINANCIAL GROUP - NON-VARIABLE INSURANCE DBA - WINTERGREEN FINANCIAL GROUP - DBA PREVIOUSLY APPROVED FOR FIXED INSURANCE SALES BUT ALSO USED FOR LPL BUSINESS CLIENTS - 100% OF TIME SPENT - PORTLAND, ME 8. 11/07/2008 - WINTERGREEN FINANCIAL GROUP - NON-VARIABLE INSURANCE DBA - WINTERGREEN FINANCIAL GROUP - DBA PREVIOUSLY APPROVED FOR FIXED INSURANCE SALES BUT ALSO USED FOR LPL BUSINESS CLIENTS - 100% OF TIME SPENT - PORTLAND, ME 8. 09/26/2013 - TRUEMEN LEDGE LLC - REAL ESTATE RENTAL - 20 % OWNER OF COMPANY (ALONG WITH MY 4 SIBLINGS) THAT WAS ESTABLISHED TO HOLD OUR FAMILY SUMMER RESIDENCE AND A SMALL BANK ACCOUNT. THE SUMMER RESIDENCE IS A RENTAL PROPERTY. - 1% OF TIME SPENT - WEST BATH, MAINE. 9. 10/12/2017 - No Business Name - Not Investment Related - 425 Birch Point Rd West Bath ME 04530 - Act in a Fiduciary Capacity - Successor Executor - Start 01/16/2025 - 2 Hours Per Month/0 Hours During Securities Trading. 10. 11/9/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/31/2016 - 1 Hour Per Month/0 Hours During Securities Trading. 12. 12/21/2023 - LIV Wealth Advisors - Inv Related - Beverly, MA - DBA for LPL Business (entity for LPL business) - Started: 1/2/2024 - 200 Hrs/mo; 8 Hrs During Trading. 13. 04/15/2025 - none - Not Investment Related - Act in a Fiduciary Capacity - West Bath, ME 04530 - Start Date: 04/21/2025 - POA - 2 Hrs/Mth - 0 Hrs During Trading. 14. 04/17/2025 - William E Haggett - Not Investment Related - Act in a Fiduciary Capacity - West Bath ME 04530 - Start Date: 04/21/2025 - Executor of the estate of a family member - 2 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-04-11

Designations

Other Names

• Karen Anne True