Karen
Monborne
Advisors Financial, Inc
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About this Advisor
Karen Monborne is a financial advisor based in Bridgewater, Virginia, working with Advisors Financial, Inc. Karen has previously held a position at Advisors Financial, Inc and is registered to provide services in Virginia. Currently, Karen is part of Advisors Financial, Inc, which operates out of Bridgewater, Virginia. The firm has 8 employees and manages assets totaling $265.3 million. The firm 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 Advisors Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisors Financial, Inc Brokerage Details
$265,285,173
8
690
$384,471
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
Karen Monborne Work History
Advisors Financial, Inc
Disclosures
Please visit the SEC profile of Karen Monborne 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 Advisors Financial, Inc
Bridgewater, VA
Bridgewater, VA
Bridgewater, VA
Bridgewater, VA
Falls Church, VA
Bridgewater, VA
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.
