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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Timothy Bourne is a financial advisor with Cambridge Investment Research Advisors, Inc. William has been working in the financial services industry since 1994 and is registered with the state of Virginia. William offers a variety of financial services, including financial planning, portfolio management, and insurance products. William has a diverse background in the industry, having worked with multiple firms during his career. In addition to being a Registered Representative for Cambridge Investment Research, William also owns and operates The Bourne Group, Inc., a business entity focused on financial consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
04/04/2020 - Present
Cambridge Investment Research Advisors, Inc. (Lynchburg VA)
VA
01/11/2017 - 04/02/2020
COLORADO FINANCIAL SERVICE CORPORATION (Lunchburg VA)
VA
02/26/2010 - 01/17/2017
TRIAD ADVISORS, INC. (FOREST VA)
VA
11/09/2009 - 03/01/2010
NEXT FINANCIAL GROUP, INC. (FOREST VA)
VA
04/08/2003 - 02/03/2006
WACHOVIA SECURITIES, LLC (RUSTBURG VA)
NY
03/09/2002 - 04/04/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
07/09/1999 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
VA
05/05/1999 - 07/16/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
05/03/1996 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NY
07/07/1994 - 05/11/1996
J.C. BRADFORD & CO. (NEW YORK NY)
MD
06/29/1992 - 07/07/1994
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
01/09/1991 - 07/02/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/09/1991 - 07/02/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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