William Bourne
William Bourne is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lynchburg, VA, with 31 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1703 Enterprise Dr., Ste A, Lynchburg, VA, 24502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an insurance agent/sales and financial consultant since 2020, spending a few hours per week. He is also an advisory representative of a Registered Investment Advisor, dedicating about 10-20% of his time. William is also the President and Owner/Partner of The Bourne Group, Inc, dedicating about half his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Colorado Financial Service CorporationBroker
James River Advisors
Triad Advisors, INC.
Triad Advisors, INC.Broker
Next Financial Group, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Branch, Cabell & CO., INC.Broker
Scott & Stringfellow, INC.Broker
Scott & Stringfellow, INC.Broker
J.C. Bradford & CO.Broker
Legg Mason Wood Walker, IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.