RN
CFP
RN
CFP

Rene Annise Nourse

43 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
473 clients
Average Client Portfolio
$427K average
Assets Under Management
$202.1M

Fee Structure

Financial Planning:Included in AUM fee
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Location

841 Apollo Street, Ste 320, El Segundo, CA, 90245

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Rene is a Managing Director at UWM Insurance Services, LLC since 2017, where he offers, evaluates, and places fixed insurance products. This activity takes about 10-20% of Rene's time.

Employment History
Current Registrations
Urban Wealth Management or Uwm
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
TrutoroBroker
November 2018 - December 2022 · 4 yrs 1 mo
Concert Wealth Management
June 2012 - June 2017 · 5 yrs
Purshe Kaplan Sterling InvestmentsBroker
June 2012 - September 2018 · 6 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2012 · 3 yrs 1 mo
Citigroup Global Markets INC.
September 2000 - June 2009 · 8 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2000 - June 2009 · 8 yrs 9 mos
Prudential Securities IncorporatedBroker
May 1993 - September 2000 · 7 yrs 4 mos
Dean Witter Reynolds INC.Broker
November 1985 - May 1993 · 7 yrs 6 mos
Southmark Financial Services, INC.Broker
June 1985 - August 1985 · 2 mos
Security First Financial, INC.Broker
June 1982 - January 1985 · 2 yrs 7 mos
Mutual of Omaha Fund Management CompanyBroker
September 1981 - October 1983 · 2 yrs 1 mo
State Registrations7 states
AZCALANVORTXWA
Advisor
Exams
No exam information available for this advisor.