Elizabeth CaubleCRD Number: 5324493
Current Firm: Cauble & Harre Wealth Management, Inc.
Elizabeth Cauble (CRD# 5324493) is an Investment Advisor Representative working at Cauble & Harre Wealth Management, Inc. in Saint Louis, MO and has over 11 years of experience in the finance industry. Elizabeth Cauble 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.
Financial Planning Associates, Inc.
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|Cauble & Harre Wealth Management, Inc.||St. Louis, MO||Mar 2007 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management150MILLIONS
Total Number of Accounts255ACCOUNTS
Average Account Value$589,369
- 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
IL, LA, MO, NM, TX