Bourne Partners Securities, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 131107
- Registered since
- August 16, 2004
- Website
- bourne-partners.com
Firm profile
FINTRXOverview
Bourne Partners Securities, LLC is organized as a limited liability company and is identified in regulatory records as an investment bank. The firm registered with the SEC in 2004. Ownership is listed as a domestic entity and individual combination. Available data indicate the firm does not act as a capital allocator and is not characterized as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Christopher Inklebarger
Chief Operating Officer and General CounselCRD 6235769
Contacts
3 of 25
George Calvo
Managing DirectorCRD 1379026
Donald Hooker
Head of ResearchCRD 2281153
Fulton Smith
Managing Director of Business DevelopmentCRD 2913504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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