RC
RC
Renae Cobern
17 Years of Experience
Fairhope, AL
4 DisclosuresBroker
Renae Cobern is a registered investment advisor at Raymond James & Associates, INC., based in Fairhope, AL, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
101 Lottie Lane, Suite 4, Fairhope, AL, 36532
Get directionsHistory
Regulatory History (4)
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Financial
April 2021Final
Financial
August 2020Final
Financial
June 2019Final
Financial
December 2016Final
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
May 2009 - February 2013 · 3 yrs 9 mos
Morgan Keegan & Company, INC.Broker
July 2008 - February 2013 · 4 yrs 7 mos
State Registrations4 states
ALFLIAMS
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.