Charles Bowen (CRD# 1533259) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marble Falls, TX and has over 37 years of experience in the finance industry.
CRD# 2219717
Kestra Advisory Services, LLC
CRD# 2610650
Ii Technology, LLC
CRD# 5494069
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
| Horn Fog | Marble Falls, TX | Oct 2012 - Current | 11 |
| Granite Wealth Management | Marble Falls, TX | Jun 2011 - Current | 12 |
| Self Employed..ranching & Working In Rea | Brownwood, TX | Jan 1986 - Current | 38 |
| Lane Bowen | Horseshoebay, TX | Jan 1965 - Current | 59 |
| Summit Financial Group Inc. | Marble Falls, TX | Jun 2015 - May 2021 | 5 |
| Summit Brokerage Services Inc. | Marble Falls, TX | Jun 2015 - Sep 2019 | 4 |
| Wells Fargo Advisors Financial Network LLC | Marble Falls, TX | May 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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