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Local Professionals

William Bourne

James River Advisors

1703 Enterprise Drive
Suite A

Lynchburg, VA 24502
(434) 5255100

Planning Retirement / Managing Wealth

About James River Advisors

James River Advisors is an independent registered investment advisor under the state of Virginia. Our fiduciary services are provided throughout the Southeast, Mid-Atlantic area. Our team of experienced partners provide objective, personal retirement planning solutions and tax efficient investment and income management. In addition to IRA, retirement plan and portfolio management services we offer, MoneyGuide Pro financial plans, professional income tax planning and advice, 1031 Exchanges , trust & estate planning, and family wealth services.

Our resources, planning platform, and professional wealth management experience is extensive. Our service is exemplary.

General Information

Firm Start Year

1996

No.of Employees

10-19

CRD#

2101825

Firm CRD#

283203

Insurance License#

Life and Health

Name of Broker/Dealer

Colorado Financial Services Corp

Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in

VA

Years of Experience in Financial Services

29

Number of Years with Current Firm

10

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 65, Series 63

Insurance and Annuity Licenses

Health, Variable Annuity, Annuity, Life

Firm Information

Firm's Number of Clients

300+

Firm's Number of Planning Clients

200+

Firm's Number of Managed Clients

200+

Assets Managed by Firm

$75 Million

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Compensation Methods

Based on Assets

Fee % Based on Assets

0.5-1.35

Hourly Rate

n/a

Minimum Fee Charged for Managed Accounts

n/a

Minimum Fee Charged for Hourly Planning Accounts

n/a

Education

Bachelors Science - Education

Virginia Tech
1985 - 1989

Disclaimer

James River Advisors is a registered investment advisor under the state of VA. Securities offered through Colorado Financial Services Corp. James River Advisors and Colorado Financial Services Corp are not related entities. .