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RS

Robert W. Stanley

BOURNE PARTNERS SECURITIES
CHARLOTTE, NC 28202
Some features on this profile are disabled
CRD#: 5173943
RS

Professional summary

Robert William Stanley, who also goes by Robert Stanley, is a registered financial professional currently at BOURNE PARTNERS SECURITIES, LLC located in Charlotte, North Carolina.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2008. Robert has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert Stanley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert William Stanley's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 18, 2014 - Present

BOURNE PARTNERS SECURITIES, LLC

Office #1: 550 South Caldwell Street Suite 900, Charlotte, NC 28202Office #2: 550 South Caldwell Street Suite 900, Charlotte, NC 28202
BD
CRD#: 131107
CHARLOTTE, NC
Past

November 19, 2012 - September 22, 2014

CERTUSSECURITIES, INC.

BD
CRD#: 144051
CHARLOTTE, NC
Past

December 16, 2008 - December 8, 2010

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(9/18/2014)

Exams

State Security Law Exam
RR
Series 63
Date: 3/9/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/15/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BP
BOURNE PARTNERS SECURITIES, LLC
ABUNDANT POWER SECURITIES, LLC | TCP, LLC | BOURNE PARTNERS SECURITIES, LLC

CRD#: 131107 / SEC#: , 8-66421

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
550 South Caldwell Street Suite 900, Charlotte, NC 28202
Mailing Address
550 South Caldwell Street Suite 900, Charlotte, NC 28202
Phone number
(704) 552-8407
Established
North Carolina since 10/28/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BOURNE PARTNERS HOLDINGS, LLCMANAGING MEMBER
CALVO, GEORGE ALFREDCFO/FIN OP1379026
INKLEBARGER, CHRISTOPHER RANDALLCCO/AMLCO6235769
JOHNSON, JEREMY CHARLESCHIEF EXECUTIVE OFFICER6303300

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOURNE PARTNERS SECURITIES, LLC

CRD#: 131107Charlotte, NC 28202

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