Karen
Monborne

Advisors Financial, Inc

CRD#5976842
Investment Advisor
in Bridgewater, VA

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About this Advisor

Karen Monborne is a certified financial planner based out of Bridgewater, Virginia, who has 5 years of industry experience. Monborne is currently employed by Advisors Financial, Inc. They have spent their whole time as a financial advisor at Advisors Financial, Inc. Monborne is able to serve investors in Virginia. Advisors Financial, Inc is a registered investment firm operating out of Bridgewater, VA. It administers $238 million in total assets between its 713 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 713 client accounts, 43% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. Fees charged by Advisors Financial, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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, Hourly Charges, Fixed Fees

Office Location

8391 Old Courthouse Road Suite 205
Bridgewater, VA 22812

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Advisors Financial, Inc Brokerage Details

Total Assets Under Management

$238,128,765

VA Average: $1,835,309,194
Total Number of Employees

9

VA Average: 32
Total Number of Accounts

713

VA Average: 1,458
Average Account Size

$333,981

VA Average: $1,258,785

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

Karen has been registered as a financial advisor for 5 years.*

2011 - Present (13 years)

Advisors Financial, Inc

*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 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

David Mulhearn
Bridgewater, VA
Karen Monborne
Bridgewater, VA
Steven Tomisek
Bridgewater, VA
Amy Hoffman
Bridgewater, VA
Susan Warren
Falls Church, VA
Joseph Van Name
Bridgewater, VA

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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