Robert
Reaburn

Lifepro Asset Management

CRD#6706593
Investment Advisor
in San Diego, CA

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About this Advisor

Robert Reaburn is a financial advisor based in San Diego, California, working with Lifepro Asset Management. Robert has previously held positions at Lifepro Asset Management, Lifepro Financial Services, and Mahogany Asset Management. Robert has passed the Series 65 regulatory exam and is registered to provide services in California, Iowa, Louisiana, and Texas. Currently, Robert is part of Lifepro Asset Management, which operates out of San Diego, California. The firm has 35 offices and 42 employees. The firm manages assets totaling $311.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lifepro Asset Management includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11512 El Camino Real Suite 100
San Diego, CA 92130

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Lifepro Asset Management Brokerage Details

Total Assets Under Management

$311,330,551

CA Average: $7,578,581,321
Total Number of Employees

42

CA Average: 43
Total Number of Accounts

1,105

CA Average: 3,727
Average Account Size

$281,747

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Reaburn Work History

2016 - Present (8 years)

Lifepro Asset Management

2016 - Present (8 years)

Lifepro Financial Services

2015 - 2016 (1 year)

Mahogany Asset Management

Disclosures

Please visit the SEC profile of Robert Reaburn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lifepro Asset Management

Robert Reaburn
San Diego, CA
Timothy Garrity
Pasadena, CA
Tad Buchoz
Newport Beach, CA
Juliet Cardona
San Diego, CA
Adam Reyna
San Diego, CA
Jennifer Jost
San Diego, CA
Mitchell Monson
San Diego, CA
Luke Geller
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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