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Kara Eyler

Client Relationship Manager

About Kara Eyler
Kara Eyler has worked at Heritage Financial Consultants since 2009, when she started as an intern while attending Towson University. After graduating in 2011, she accepted a role as Client Relationship Manager for John G. McCarthy III’s practice and has assisted in the management of his clients ever since. She is FINRA Series 7 securities registered and is currently pursuing her CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) designation.

In her spare time, Kara enjoys spending time with her family, traveling, and staying active through her hobbies of golf, hiking, tennis, and biking.

Certifications
  • FINRA Series 7 registered
Education
  • B.A., Towson University

Primary Clients or Industries

Families

High net worth individuals

Businesses

Primary Service Areas

Financial planning

Investment management 

Retirement planning

Risk management

kara.eyler@lfg.com

410-771-5691 (work)

301-748-1769 (cell)

410-785-0044

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307 International Circle, Suite 390 Hunt Valley, MD 21030

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We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin and Wyoming.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

 

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

 

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

 

Lincoln Financial Advisors and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

CRN-3277613-100920 

Committed to your success.

 

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