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John Andrew Bourland

Tiaa-Cref Individual & Institutional Services, LLC

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About John Andrew Bourland

John Andrew Bourland is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. John Andrew Bourland has been in the financial services industry since 2014 and holds both a Series 7 and a Series 66 license. John Andrew Bourland is registered to provide securities and investment advisory services in all 50 states and the District of Columbia. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, John Andrew Bourland worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. John Andrew Bourland specializes in providing financial planning and portfolio management services for individuals and institutions.

Firm Information

John Bourland is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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other

Compensation from affiliates

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John Bourland’s Registration & Firm History

CO

06/10/2015 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

FL

04/09/2014 - 12/02/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)

NC

01/01/2014 - 04/07/2014

MORGAN STANLEY (WINSTON-SALEM NC)

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Licenses & Designations

BOTH

Issued 01/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Andrew Bourland.
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