Scot
Labin
Westbourne Investment Advisors Inc
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About this Advisor
Scot Labin is a chartered financial analyst based in Annapolis, Maryland with 3 years of industry experience. Labin is on the advisory team at Westbourne Investment Advisors Inc. The advisor has gained experience at Westbourne Investment Advisors, Inc and Bay Bridge Capital Management, LLC. Labin can serve investors in Maryland and Texas. Westbourne Investment Advisors Inc is a firm that has its headquarters in Annapolis, MD. The firm has just four employees. It handles $244 million in assets under management among its 377 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 377 customer accounts, 28% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Westbourne Investment Advisors Inc offers portfolio management for individuals and small businesses. Financial management fees largely vary depending on which service is provided. Fees charged by Westbourne Investment Advisors Inc likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westbourne Investment Advisors Inc Brokerage Details
$243,782,289
4
377
$646,637
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Scot Labin Work History
Scot has been registered as a financial advisor for 3 years.*
Westbourne Investment Advisors, Inc
Bay Bridge Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scot Labin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westbourne Investment Advisors Inc
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Allentown, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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