Unclaimed Profile

Norbert F Fabre

SWBC INVESTMENT COMPANY·SAN ANTONIO, Texas

SIE, Series 7, Series 7TO, Series 63Clean recordSWBC INVESTMENT COMPANY

9311 SAN PEDRO AVENUE, SAN ANTONIO, TX 78216-4459CRD# 6800499Firm CRD# 140994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Norbert F Fabre · SAN ANTONIO, TX

Registration

CRD #6800499 · SWBC INVESTMENT COMPANY

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SWBC INVESTMENT COMPANY

CRD 140994 · SEC 801-68054

AUM

$346M

Regulatory assets under management

Employees

250 client accounts

Services offered by SWBC INVESTMENT COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SWBC INVESTMENT COMPANY →

Introduction

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Frequently Asked Questions

What services does Norbert F Fabre offer?

Norbert F Fabre specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Norbert F Fabre's credentials?

Norbert F Fabre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Norbert F Fabre located?

Norbert F Fabre is based in SAN ANTONIO, Texas, working with SWBC INVESTMENT COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Norbert F Fabre charge for services?

Norbert F Fabre's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWBC INVESTMENT COMPANY?

SWBC INVESTMENT COMPANY has approximately 35 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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