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Joseph Christopher Wilkinson

WESTBOURNE INVESTMENT ADVISORS INC.·ANNAPOLIS, Maryland
Series 65Clean record16 years registeredWESTBOURNE 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. · 16 years registered
Brand Profile
Not yet started
01

Career History

WESTBOURNE INVESTMENT ADVISORS INC.
Feb 2018 – present
MULLANEY TRUST
Nov 2009 – Mar 2014
ASHLAND, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 3, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WESTBOURNE INVESTMENT ADVISORS INC.
CRD 144571 · SEC 801-68167
AUM
$300M
Regulatory assets under management
Employees
4
378 client accounts
Services offered by WESTBOURNE INVESTMENT ADVISORS INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WESTBOURNE INVESTMENT ADVISORS INC. →
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05

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.

Scot Edward Labin
ANNAPOLIS, MD
David Hammond Cunningham
BETHESDA, MD
David Blake Bath
BETHESDA, MD
Harold Lee Reem
BETHESDA, MD
Bruce Steven Kromminga
ANNAPOLIS, MD

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