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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Christopher Wilkinson is an investment advisor representative at Westbourne Investment Advisors Inc., based in Annapolis, MD. Joseph has been in the industry since 2014 and is registered with the state of Maryland. He holds the Series 65 license. Westbourne Investment Advisors Inc. specializes in providing portfolio management services for individuals and provides services to high-net-worth individuals, charitable organizations and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
06/22/2023 - Present
Westbourne Investment Advisors Inc. (ANNAPOLIS MD)
IA
Issued 02/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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