Unclaimed Profile

Rick Lopez Picon

WESTBOURNE INVESTMENTS, INC.·ALEXANDRIA, Virginia

Clean recordWESTBOURNE INVESTMENTS, INC.

2121 EISENHOWER AVE STE 605, ALEXANDRIA, VA 22314CRD# 4359353Firm CRD# 37499

Profile Verification

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

Identity

Rick Lopez Picon · ALEXANDRIA, VA

Registration

CRD #4359353 · WESTBOURNE INVESTMENTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rick Lopez Picon is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with WESTBOURNE INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WESTBOURNE INVESTMENTS, INC.

AUM

$152M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WESTBOURNE INVESTMENTS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4359353

Firm CRD# 37499

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rick Lopez Picon offer?

Rick Lopez Picon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Rick Lopez Picon's credentials?

Rick Lopez Picon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rick Lopez Picon located?

Rick Lopez Picon is based in ALEXANDRIA, Virginia, working with WESTBOURNE INVESTMENTS, INC.. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.

How does Rick Lopez Picon charge for services?

Rick Lopez Picon'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 INVESTMENTS, INC.?

WESTBOURNE INVESTMENTS, INC. has approximately 7 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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