Joshua Bourne, financial advisor Abingdon VA
90 score

Joshua Bourne

CRD Number: 6074675
Current Firm: Wells Fargo Advisors, LLC

Joshua Bourne (CRD# 6074675) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Abingdon, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Roanoke, VA Jun 2012 - Current 4
Alpha Natural Resources Abingdon, VA Jul 2011 - Jun 2012 < 1
Hicok, Fern, Brown And Garcia Cpas Abingdon, VA Dec 2006 - Jul 2011 4
Alpha Natural Resources Abingdon, VA Sep 2006 - Dec 2006 < 1
Strongwell Inc. Meadowview, VA May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Joshua D. Bourne
Phone Number: 314-875-3000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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