Heather CabeCRD Number: 6185880
Current Firm: Colony Family Offices, LLC
Heather Cabe (CRD# 6185880) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Colony Family Offices LLC||Charlotte, NC||Jul 2015 - Current||2|
|Horizon Investments||Charlotte, NC||Aug 2009 - Jul 2015||5|
|Unemployed||Charlotte, NC||Jan 2009 - Aug 2009||< 1|
|Potter & Company||Monroe, NC||Jan 2007 - Jan 2009||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management1,261MILLIONS
Total Number of Accounts373ACCOUNTS
Average Account Value$3,380,385
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, DE, FL, GA, MA, MD, NC, SC, TX