Kevin Bowyer, financial advisor Charlotte NC

Kevin Bowyer

CRD Number: 4566306
Current Firm: Wealth Enhancement Advisory Services, LLC

Kevin Bowyer (CRD# 4566306) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Charlotte, NC and has over 21 years of experience in the finance industry. Kevin Bowyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Brokerage Services Charlotte, NC Dec 2021 - Current 2
Wealth Enhancement Group Charlotte, NC Nov 2021 - Current 2
Wealth Enhancement Advisory Services LLC Charlotte, NC Nov 2021 - Current 2
Lpl Financial, LLC Charlotte, NC Oct 2021 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Oct 2021 8
Carroll Financial Associates, Inc. Charlotte, NC Apr 2009 - Oct 2021 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Kevin M. Bowyer
Phone Number: 763-417-1700
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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