Unclaimed Profile

William H. Speakman

WESTBOURNE INVESTMENT ADVISORS INC.·ARLINGTON, Virginia

Clean recordWESTBOURNE INVESTMENT ADVISORS INC.

2101 WILSON BLVD., S. 525, ARLINGTON, VA 22201CRD# 5651232Firm CRD# 144571

Profile Verification

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

Identity

William H. Speakman · ARLINGTON, VA

Registration

CRD #5651232 · WESTBOURNE INVESTMENT ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William H. Speakman is a registered financial advisor based in ARLINGTON, Virginia, affiliated with WESTBOURNE INVESTMENT ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

WESTBOURNE INVESTMENT ADVISORS INC.

AUM

$300M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WESTBOURNE INVESTMENT ADVISORS INC. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5651232

Firm CRD# 144571

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Frequently Asked Questions

What services does William H. Speakman offer?

William H. Speakman specializes in Investment Management. Contact their office in ARLINGTON, Virginia for a consultation.

What are William H. Speakman's credentials?

William H. Speakman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William H. Speakman located?

William H. Speakman is based in ARLINGTON, Virginia, working with WESTBOURNE INVESTMENT ADVISORS INC.. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.

How does William H. Speakman charge for services?

William H. Speakman'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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