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RS

Ryan L. Silvester

BOURNE PARTNERS SECURITIES
CHARLOTTE, NC 28202
Some features on this profile are disabled
CRD#: 7142407
RS

Professional summary

Ryan Laine Silvester, who also goes by Ryan Silvester, is a registered financial professional currently at BOURNE PARTNERS SECURITIES, LLC located in Charlotte, North Carolina.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2019. Ryan has worked at 3 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ryan Silvester

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 Ryan Laine Silvester'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

October 23, 2024 - Present

BOURNE PARTNERS SECURITIES, LLC

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

February 29, 2020 - February 16, 2022

CROSSTREE CAPITAL SECURITIES, LLC

BD
CRD#: 154675
TAMPA, FL
Past

August 12, 2019 - January 31, 2020

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA

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
(10/24/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/7/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/12/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/5/2019
Securities Industry Essentials 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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