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Shelton Lillian Houser

Bourne Partners Securities, LLC

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About Shelton Lillian Houser

Shelton Lillian Houser is a registered representative with Bourne Partners Securities, LLC. Shelton Houser has passed the Series 79TO, SIE and Series 63 exams. Shelton Houser is licensed in North Carolina.

Firm Information

Shelton Houser is currently registered with Bourne Partners Securities, LLC. Bourne Partners Securities, LLC is a Limited Liability Company formed in California on October 28, 2003. The firm is registered with the Securities and Exchange Commission and holds state registrations in California and North Carolina.

Not reported

Assets Under Management

Not reported

Total Clients

3

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.

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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Shelton Houser’s Registration & Firm History

NC

07/05/2024 - Present

Bourne Partners Securities, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/24/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shelton Lillian Houser.
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