Bourne Partners Securities, LLC

Broker-DealerFINRA Member
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 domestic limited liability company and is classified as an investment bank. The firm is not identified as a capital allocator and there are no indications in the provided dataset that it pursues active ESG integration or operates as a multi-state advisory firm. Items such as advisory activities, fee structure, client base, and business activities are not described in the available data. The snapshot also shows the firm does not list roles such as pension consultant or related-adviser relationships. The limited public detail suggests Bourne Partners Securities functions primarily within broker-dealer or investment banking activities rather than as a traditional registered asset manager serving retail or institutional advisory accounts.

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