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 organized as a limited liability company and is recorded as an SEC-registered entity since 2004. The firm is classified in the data set as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is noted as involving both a domestic entity and an individual. The record provides limited detail about the firm’s business model: advisory activities, fee schedule, and client base are not disclosed. The profile flags the firm as not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not listed as a related adviser in the available data. There are no published entries about its external activities or affiliations in the source material.

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
  • George Calvo

    George Calvo

    Managing DirectorCRD 1379026

  • Donald Hooker

    Donald Hooker

    Head of ResearchCRD 2281153

  • Fulton Smith

    Fulton Smith

    Managing Director of Business DevelopmentCRD 2913504

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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