Cabourne & Associates

Cabourne & Associates (CRD# 148415) is a financial advisory firm headquartered in La Verne, CA. They manage $2,000,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $285,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cabourne & Associates
Showing 1 - 1 of 1 top financial advisors.
1
Renee E. Cabourne
CRD#: 4229496
La Verne, CA
96
Wealthminder
score

Renee Cabourne (CRD# 4229496) is an Investment Advisor Representative working at Cabourne & Associates in La Verne, CA and has over 16 years of experience in the finance industry. Renee Cabourne 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.

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