Unclaimed Profile

Harold Lee Reem

WESTBOURNE INVESTMENT ADVISORS INC.·BETHESDA, Maryland

Series 65Clean record17 years registeredWESTBOURNE INVESTMENT ADVISORS INC.

7200 WISCONSIN AVE., STE. 1103, BETHESDA, MD 20814CRD# 5377366Firm CRD# 144571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harold Lee Reem · BETHESDA, MD

Registration

CRD #5377366 · WESTBOURNE INVESTMENT ADVISORS INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESTBOURNE INVESTMENT ADVISORS INC.

WESTBOURNE INVESTMENT ADVISORS INC.

Aug 2008 – Nov 2017

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 7, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTBOURNE INVESTMENT ADVISORS INC.

CRD 144571 · SEC 801-68167

AUM

$300M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Harold Lee Reem offer?

Harold Lee Reem specializes in Investment Management.

What are Harold Lee Reem's credentials?

Harold Lee Reem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harold Lee Reem located?

Harold Lee Reem is based in BETHESDA, Maryland, last registered with WESTBOURNE INVESTMENT ADVISORS INC..

How does Harold Lee Reem charge for services?

Harold Lee Reem'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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