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Aditya Bhatnagar

Westbourne Investments, Inc.

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About Aditya Bhatnagar

Aditya Bhatnagar is a financial advisor with Westbourne Investments, Inc. located in Alexandria, Virginia. Aditya has been in the industry for over 10 years. Aditya has experience with a wide range of investment products and services. Aditya specializes in providing financial planning, portfolio management for individuals and businesses. Aditya is registered with the state of Virginia.

Firm Information

Aditya Bhatnagar is currently registered with Westbourne Investments, Inc.. Westbourne Investments, Inc. is a Terminated Corporation formed on March 12, 1990, with its main office located in Alexandria, VA. The firm provides financial planning and portfolio management services for individuals, businesses, and high-net-worth individuals. They are registered with the SEC and manage approximately $151,796,835 in regulatory assets under management.
Westbourne Investments, Inc.

2121 EISENHOWER AVE STE 605

ALEXANDRIA, VA 22314

$151.80M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aditya Bhatnagar’s Registration & Firm History

VA

01/11/2016 - Present

Westbourne Investments, Inc. (ALEXANDRIA VA)

VA

08/01/2014 - 12/31/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFAX VA)

VA

06/18/2009 - 08/05/2014

AXA ADVISORS, LLC (FAIRFAX VA)

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Licenses & Designations

BOTH

Issued 06/02/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aditya Bhatnagar.
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