Cade McNownCRD Number: 5890499
Current Firm: Lourdmurray
Cade McNown (CRD# 5890499) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 7 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Lourd Capital Management||Beverly Hills, CA||Jun 2013 - Current||4|
|J.p Morgan Securities LLC||Los Angeles, CA||Sep 2011 - Jun 2013||1|
|J.p Morgan Chase Bank||Los Angeles, CA||Aug 2011 - Jun 2013||1|
|Ubs Financial Services Inc.||Los Angeles, CA||Feb 2011 - Jun 2011||< 1|
|Unemployed||Los Angeles, CA||Sep 2010 - Jan 2011||< 1|
|Thompson National Properties, LLC||Irvine, CA||Feb 2008 - Sep 2010||2|
|Extended Travel||Los Angeles, CA||Apr 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management4,018MILLIONS
Total Number of Accounts1,736ACCOUNTS
Average Account Value$2,314,424
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, FL, HI, IL, LA, MS, NJ, NV, NY, PA, TX, WA
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