Westbourne Investment Advisors Inc.

Westbourne Investment Advisors Inc. (CRD# 144571) is a financial advisory firm headquartered in Annapolis, MD. They manage $230,409,635 in 328 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
410 Severn Avenue, Building C, Suite 216, Annapolis, MD 21403
http://www.westbourneinvadvisors.com/
By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $702,468
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, NJ, NY, PA, TX, VA

Financial Advisors at Westbourne Investment Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
David Cunningham, financial advisor Annapolis MD
David H. Cunningham
CRD#: 839378
410 Severn Avenue, Building C, Suite 216, Annapolis, MD 21403

David Cunningham (CRD# 839378) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Annapolis, MD and has over 37 years of experience in the finance industry.

2
Bruce Kromminga, financial advisor Annapolis MD
Bruce S. Kromminga
CRD#: 2575804
410 Severn Avenue, Building C, Suite 216, Annapolis, MD 21403

Bruce Kromminga (CRD# 2575804) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Annapolis, MD and has over 26 years of experience in the finance industry.

3
Scot Labin, financial advisor Annapolis MD
Scot E. Labin
CRD#: 2726188
410 Severn Avenue, Building C, Suite 216, Annapolis, MD 21403

Scot Labin (CRD# 2726188) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Annapolis, MD and has 1 year of experience in the finance industry.

4
Joseph Wilkinson, financial advisor Annapolis MD
Joseph C. Wilkinson
CRD#: 5730945
410 Severn Avenue, Building C, Suite 216, Annapolis, MD 21403

Joseph Wilkinson (CRD# 5730945) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Annapolis, MD and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals