Sterling Louviere (CRD# 2021328) is an Investment Advisor Representative working at Cabin Advisors, LLC in Overland Park, KS and has over 33 years of experience in the finance industry.
CRD# 1516688
Raymond James Financial Services Advisors, Inc.
CRD# 5844646
Creativeone Wealth, LLC
CRD# 2298657
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Cabin Advisors LLC | Overland Park, KS | Oct 2022 - Current | 1 |
Cabin Securities, Inc. | Overland Park, KS | Nov 2017 - Current | 6 |
Claraphi Advisory Network, LLC | Laguna Hills, CA | Nov 2017 - Dec 2022 | 5 |
Newbridge Securities | Pasadena, CA | Aug 2014 - Oct 2017 | 3 |
First Allied Advisory Services, Inc. | Pasadena, CA | Feb 2013 - Aug 2014 | 1 |
First Allied Securities | San Diego, CA | Jun 2004 - Aug 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1991 |
S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management73MILLIONS
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Total Number of Accounts338ACCOUNTS
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Average Account Value$215,282
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, IN, KS, TN
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