KC
Karen Caplan Altfest
CRD 4667780
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| L.J. Altfest & Co., Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
L.J. Altfest & Co., Inc.
Executive Vice President Client Relations · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗