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Karoline Cabell Thurman

EVR RESEARCH LP·RICHMOND, Virginia
Clean recordEVR RESEARCH LP
411 LIBBIE AVENUE, RICHMOND, VA 23226CRD# 7942234Firm CRD# 283385

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karoline Cabell Thurman · RICHMOND, VA
Registration
CRD #7942234 · EVR RESEARCH LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karoline Cabell Thurman is a registered financial advisor based in RICHMOND, Virginia, affiliated with EVR RESEARCH LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EVR RESEARCH LP
EVR RESEARCH LP
AUM
$733M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EVR RESEARCH LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7942234
Firm CRD# 283385
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karoline Cabell Thurman offer?
Karoline Cabell Thurman specializes in Retirement Planning. Contact their office in RICHMOND, Virginia for a consultation.
What are Karoline Cabell Thurman's credentials?
Karoline Cabell Thurman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karoline Cabell Thurman located?
Karoline Cabell Thurman is based in RICHMOND, Virginia, working with EVR RESEARCH LP. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Karoline Cabell Thurman charge for services?
Karoline Cabell Thurman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVR RESEARCH LP?
EVR RESEARCH LP has approximately 6 employees and manages $733M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVR RESEARCH LP

Charles Howard Portz
RICHMOND, VA
Benjamin Wolf Joffe
RICHMOND, VA

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Research
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