William Claiborne, financial advisor Richmond VA
96 score

William Claiborne

CRD Number: 1101907
Current Firm: Lb&c

William Claiborne (CRD# 1101907) is an Investment Advisor Representative working at Lb&c in Richmond, VA and has over 33 years of experience in the finance industry.

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Financial Freedom Planners
Professional Designations
Company Name Location Dates Years
#ia Lowe, Brockenbrough & Company, Inc. Richmond, VA Jun 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Jan 1991
Contact Info for William R. Claiborne
Phone Number: 804-288-0404
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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