Karen Burns Kight

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Davidson, NC
• 11/2016 → 10/2024
  Wells Fargo Clearing Services, Llc
  Davidson, NC
• 10/2024 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 1999-10-01 → 2024-10-16
  Wells Fargo Clearing Services, Llc
  Davidson, NC
  Davidson, NC
  Davidson, NC
  Salisbury, NC

Other Businesses

FRONT PORCH SALES & HOLDINGS, LLC POSITION: Owner NATURE: Antique Market with coffee counter - vendors pay for booth rental. Manager and staff run business. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2024 ADDRESS: Boone, NC 28607 DESCRIPTION: I handle ordering items for resale in the coffee shop and general store area of the store. I also assist in finding qualified employees to manage the general store. RENTAL POSITION: Owner NATURE: Airbnb, VRBO, Student rentals INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2024 ADDRESS: Sugar Mountain, NC 28604, United States DESCRIPTION: Airbnb and VRBO I update the rental prices, handle the bookings and provide the cleaning schedule and payment to the cleaner. RENTAL POSITION: Owner NATURE: Student rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: Boone, NC 28607 DESCRIPTION: I own but do not manage the student rental at 114 Sherry Lane.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-02-02

Other Names

• Lynola Karen Burns
• Lynda Karen Burns