Lemuel Bourne
Investment adviser representative at Gc Wealth Management Ria, LLC
11 yearsExperience
2 statesRegistered in
$5.8BFirm assets
3 yearsFirm in business
Are you Lemuel Bourne? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Gc Wealth Management Ria, LLCMay 2025 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to May 2025
- J.P. Morgan Securities LLCSep 2023 to May 2025
- First Republic Investment Management, IncAug 2023 to May 2025
- First Republic Securities Company, LLCAug 2023 to Sep 2023
- Morgan StanleySep 2019 to Aug 2023
- Innovation WorksFeb 2019 to Aug 2019
- Under AmourMay 2018 to Aug 2018
- Under ArmourMay 2017 to Aug 2017
- Loyola University MarylandAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (DC, VA).
Gc Wealth Management Ria, LLC
$5.8BAssets managed
247Clients
35Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7173647
- Firm CRD
- 327269