CABANA ADVISORS, LLC

PLANO, Texas·4 registered advisors·CRD# 145395
SEC# 801-685490972-383-5300
01

Firm Overview

AUM
$36M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CABANA ADVISORS, LLC

4 registered advisors
Burt Allen Snover
HEATH, Texas
J.c. Waller
HEATH, Texas
Keith Warrick Reed
HEATH, Texas
Rachelle Leone Reed
HEATH, Texas
05

Office Locations

HEATH, Texas
4 advisors

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Data sourced from SEC Form ADV filings. CABANA ADVISORS, LLC (CRD# 145395) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.