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).

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 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 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 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 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.

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