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Joseph Christopher Wilkinson

WESTBOURNE INVESTMENT ADVISORS INC.·ANNAPOLIS, Maryland
Clean recordWESTBOURNE INVESTMENT ADVISORS INC.
410 SEVERN AVENUE, ANNAPOLIS, MD 21403CRD# 5730945Firm CRD# 144571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Christopher Wilkinson · ANNAPOLIS, MD
Registration
CRD #5730945 · WESTBOURNE INVESTMENT ADVISORS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Christopher Wilkinson is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with WESTBOURNE INVESTMENT ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WESTBOURNE INVESTMENT ADVISORS INC.
WESTBOURNE INVESTMENT ADVISORS INC.
AUM
$300M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WESTBOURNE INVESTMENT ADVISORS INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5730945
Firm CRD# 144571
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Christopher Wilkinson offer?
Joseph Christopher Wilkinson specializes in Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are Joseph Christopher Wilkinson's credentials?
Joseph Christopher Wilkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Christopher Wilkinson located?
Joseph Christopher Wilkinson is based in ANNAPOLIS, Maryland, working with WESTBOURNE INVESTMENT ADVISORS INC.. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does Joseph Christopher Wilkinson charge for services?
Joseph Christopher Wilkinson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTBOURNE INVESTMENT ADVISORS INC.?
WESTBOURNE INVESTMENT ADVISORS INC. has approximately 4 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WESTBOURNE INVESTMENT ADVISORS INC.

David Hammond Cunningham
BETHESDA, MD
Scot Edward Labin
ANNAPOLIS, MD
David Blake Bath
BETHESDA, MD
Harold Lee Reem
BETHESDA, MD
Bruce Steven Kromminga
ANNAPOLIS, MD
William H. Speakman
ARLINGTON, VA

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