Andrew Bowling (CRD# 7356398) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Wells Fargo Investment Institute, Inc. | Charlotte, NC | Jul 2022 - Current | 1 |
The Vanguard Group, Inc. | Charlotte, NC | Mar 2021 - Current | 3 |
Fidelity Investments | Rtp, NC | Sep 2020 - Mar 2021 | < 1 |
Unemployed | Durham, NC | May 2020 - Sep 2020 | < 1 |
The University Of North Carolina At Chapel Hill | Chapel Hill, NC | Aug 2019 - May 2020 | < 1 |
Chapel Hill-carrboro City Schools | Chapel Hill, NC | Jan 2020 - Mar 2020 | < 1 |
Rainbow Soccer Limited | Chapel Hill, NC | Sep 2019 - Nov 2019 | < 1 |
Maurice J. Bushell & Company | London, | Jul 2019 - Aug 2019 | < 1 |
Boston University: London | London, | May 2019 - Aug 2019 | < 1 |
The University Of North Carolina At Chapel Hill | Chapel Hill, NC | Aug 2018 - May 2019 | < 1 |
Island Water Sports | Indian Beach, NC | May 2018 - Jul 2018 | < 1 |
The University Of North Carolina At Chapel Hill | Chapel Hill, NC | Aug 2017 - May 2018 | < 1 |
Island Water Sports | Indian Beach, NC | Jun 2017 - Aug 2017 | < 1 |
The University Of North Carolina At Chapel Hill | Chapel Hill, NC | Aug 2016 - May 2017 | < 1 |
Unemployed | Durham, NC | Jun 2016 - Jul 2016 | < 1 |
Charles E. Jordan High School | Durham, NC | Aug 2012 - Jun 2016 | 3 |
Woodcroft Swim & Tennis Club | Durham, NC | May 2015 - Sep 2015 | < 1 |
Woodcroft Swim & Tennis Club | Durham, NC | Jun 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2021 |
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- NC
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Total Assets Under Management43,585MILLIONS
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Total Number of Accounts20,198ACCOUNTS
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Average Account Value$2,157,870
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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