Rene Nourse (CRD# 1006530) is an Investment Advisor Representative working at Urban Wealth Management in El Segundo, CA and has over 38 years of experience in the finance industry. Rene Nourse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uwm Insurance Services, LLC | El Segundo, CA | Oct 2017 - Current | 6 |
| Urban Wealth Management Group, LLC | El Segundo, CA | May 2017 - Current | 6 |
| Urban Wealth Management Group, LLC | El Segundo, CA | Jun 2012 - Current | 11 |
| Trutoro/veritas | Conway, AR | Nov 2018 - Dec 2022 | 4 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2012 - Sep 2018 | 6 |
| Concert Wealth Management, Inc. | San Jose, CA | Jun 2012 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- AZ
- CA
- LA
- NV
- OR
- TX
- WA
-
Total Assets Under Management189MILLIONS
-
Total Number of Accounts802ACCOUNTS
-
Average Account Value$235,608
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, LA, NV, OR, TX, WA
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