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William Robertson Claiborne

Brockenbrough

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About William Robertson Claiborne

William Robertson Claiborne is a financial advisor registered with Brockenbrough in Richmond, VA. William has been in the industry since 1983 and has over 39 years of experience in financial services. William holds both Series 7 and Series 63 licenses and is also a Chartered Financial Analyst. William offers financial planning services, portfolio management for individuals, businesses, investment companies and pooled investment vehicles, and selection of other advisers. William also serves on the board and finance committee of the Hollywood Cemetery Company.

Firm Information

William Claiborne is currently registered with Brockenbrough. Brockenbrough is an investment advisor registered with the SEC headquartered in RICHMOND, VA. They advise a variety of client types including individuals, high-net-worth individuals, investment companies, corporations, pension plans, state or municipal government entities, and charitable organizations. Their services include financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. They manage approximately $4.8 billion in assets.
Brockenbrough

1802 BAYBERRY CT.

RICHMOND, VA 23226-3767

$4.82B

Assets Under Management

Not reported

Total Clients

15

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 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Claiborne’s Registration & Firm History

VA

07/12/1993 - Present

Brockenbrough (RICHMOND VA)

NC

05/03/1983 - 06/29/1993

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/10/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Robertson Claiborne.
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