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 who works in San Diego, California who has 7 years of industry experience. Reaburn is on the advisory team at Lifepro Asset Management. Over the course of their career, Reaburn has held roles at Lifepro Asset Management, Lifepro Financial Services, Mahogany Asset Management and Otterwood Capital Management. Reaburn holds a Series 65 license, designating them as an investment advisor representative, and can operate in California, Iowa, Louisiana and Texas. Lifepro Asset Management is a business headquartered in San Diego, CA. The company has offices in 35 locations and a total of 55 financial advisors. It handles $256 million in assets across its 2,364 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 2,364 client accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. However, fee types billed by Lifepro Asset Management likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

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

$256,359,928

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

55

CA Average: 43
Total Number of Accounts

2,364

CA Average: 3,727
Average Account Size

$108,443

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

Robert has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lifepro Asset Management

2016 - Present (8 years)

Lifepro Financial Services

2015 - 2016 (1 year)

Mahogany Asset Management

2012 - 2014 (2 years)

Otterwood Capital Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Mitchell Monson
San Diego, CA
Antoinette Ryder
San Diego, CA
Sean Brady
San Diego, CA
Adam Reyna
San Diego, CA
Laurence Williams Ii
San Diego, CA
James Bower
Cheswick, PA
Michael Zesati
San Diego, CA
Luke Geller
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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