Harold ReemCRD Number: 5377366
Current Firm: Westbourne Investment Advisors Inc.
Harold Reem (CRD# 5377366) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Bethesda, MD and has over 8 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Westbourne Investment Advisors, Inc.||Bethesda, MD||Jun 2007 - Current||10|
|Foxhall Capital Management, Inc. (former Nye, Parnell & Emerson)||Alexandria, VA||Jul 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management134MILLIONS
Total Number of Accounts294ACCOUNTS
Average Account Value$454,756
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
DC, FL, MD, NY, PA, TX, VA
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