Karen Mortimer
This listing has been marked as closed.
Contact Information
Historical Phone: (858) 456-3663
Historical Hours: Show
Web: fa.ml.com
Google Maps: Visit
Edit: Edit or Remove
Business Description
Karen Mortimer, a Merrill Lynch Wealth Management Advisor with CPFA, CFP, and CRPC certifications, provides personalized investment advice and strategies tailored to each client's individual life goals, risk tolerance, time horizon, and liquidity needs.
Industry
Financial Services
Financial Services
Engaged in:
Financial Planner, Financial Consultant
Financial Planner, Financial Consultant
ISIC Codes
6619
6619
Questions & Answers
Q1
Where is Karen Mortimer located?
Karen Mortimer is located at 7825 Fay Ave Suite 300, La Jolla, CA 92037, California.Q2
What days are Karen Mortimer open?
This listing has been marked as closed.
Karen Mortimer is open Mon–Fri 7 AM–3 PM; closed Sat–Sun.Q3
What is the web address (URL) for Karen Mortimer?
The website for Karen Mortimer is fa.ml.com.Similar Companies Nearby
Additional Businesses at this Address
7825 Fay Ave Suite 300, La Jolla, CA 92037
Businesses in Zip Code 92037
Businesses in 92037: 23,559
Population: 48,912
Categories
Medical: 28%
Professional Services: 16%
Shopping: 14%
Other: 42%
Price
Moderate: 59%
Expensive: 18%
Inexpensive: 16%
Very Expensive: 8%
Other: 0%
Area Codes
858: 89%
619: 8%
Other: 3%
Neighborhoods
La Jolla: 97%
Other: 3%
Stats and Demographics for Zip Code 92037
Race
White: 79%
Asian: 11%
Hispanic or Latino: 7%
Black Or African American: 1%
American Indian Or Alaskan Native: 0%
Native Hawaiian & Other Pacific Islander: 0%
Other: 2%
Gender
Female: 52%
Male: 48%
Other: 0%