Bourne Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
131107
Registered since
August 16, 2004

Firm profile

FINTRX

Overview

Bourne Partners Securities, LLC is a limited liability company that has been registered with the SEC since 2004 and is classified as an investment bank. The firm is owned by a domestic entity and individuals. Publicly reported filings identify it as not functioning as a capital allocator and not as an active ESG investor. Regulatory and operational flags in the dataset indicate the firm is not registered as a multi-state adviser, is not newly formed, and does not identify itself as a pension consultant or related adviser. The firm did not provide detail on its advisory activities, client base, fee schedules or specific business lines in the provided dataset.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Christopher Inklebarger

    Christopher Inklebarger

    Chief Operating Officer and General CounselCRD 6235769

Contacts

3 of 25
  • Khai Vo

    Khai Vo

    Investment Banking AnalystCRD 8044857

  • Charles Spence

    Charles Spence

    Investment Banking AnalystCRD 8303156

  • Jaren Kober

    Investment Banking AnalystCRD 8306536

Unlock 22 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
550 S Caldwell St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth