Karen McIntyre has been an investment adviser representative at Uniting Wealth Partners since October 2024, and is not listed among the firm’s executive officers or direct owners. Karen McIntyre holds a Degree in Home Economics Education from Texas Tech University.
Uniting Wealth Partners LLC is a Denver, CO firm with $935M under management, 854 clients and 11 advisers across 6 offices, as of its August 2026 filing.
Kathy McIntyre is a managing director and senior wealth advisor of Uniting Wealth Partners, based in Odessa, Texas. She has been a financial advisor since 1983 and spent over 20 years with Raymond James Financial before joining the firm in 2024. She specializes in wealth planning and investment management for individuals, community organizations and corporate retirement plans.
Karen McIntyre’s longest registration was 15 years at Raymond James Financial Services Advisors, Inc (2009–2024). Before joining Uniting Wealth Partners in 2024, Karen McIntyre was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- Uniting Wealth PartnersCurrent– present · 1 yearOdessa, TX · Adviser representative · Firm CRD 332317
- Raymond James Financial Services Advisors, Inc– · 15 yearsOdessa, TX · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 1 yearOdessa, TX · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Karen McIntyre is registered as an investment adviser representative in Texas, since October 2024.
- TexasSince 28 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 6 July 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 1999 |
| Series 7 | General Securities Representative Examination | 11 January 1999 |
| Series 22 | Direct Participation Programs Representative Examination | 1 December 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 December 1982 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 March 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Karen Kathleen McIntyre
- CRD
- 1029663
- Firm
- Uniting Wealth Partners · CRD 332317
- Office
- 1921 E. 37TH ST, STE B, Odessa, TX 79762
- Registration
- Investment adviser registration
- In the industry since
- April 1982
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- unitingwealthpartners.com
Where does Karen McIntyre work?
Karen McIntyre is an investment adviser representative registered through Uniting Wealth Partners LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Karen McIntyre a financial advisor?
Yes. Karen McIntyre has a current investment-adviser registration in Texas, through Uniting Wealth Partners since October 2024.
How many years of experience does Karen McIntyre have?
Karen McIntyre has 44 years in the financial industry, since April 1982, across 3 adviser firms.
What exams has Karen McIntyre passed?
Karen McIntyre has passed 6 licensing exams: the Series 6, Series 63, Series 22, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in March 1982. FINRA credited Karen McIntyre with the SIE, which began in October 2018.
Where did Karen McIntyre work before Uniting Wealth Partners?
Before Uniting Wealth Partners, Karen McIntyre was registered through Raymond James Financial Services Advisors, Inc, January 2009 to October 2024; Raymond James Financial Services, September 2007 to January 2009.
Where is Karen McIntyre based?
Karen McIntyre’s registered office is in Odessa, TX.
Is Karen McIntyre registered with FINRA?
No. Karen McIntyre has no current broker registration.
How can I verify Karen McIntyre’s record?
Search CRD 1029663 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karen McIntyre’s full registration record.
