Spencer Bowman (CRD# 7369836) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Nichols Hills, OK and has over 2 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Westlake, TX | Aug 2021 - Current | 2 |
Instacart | Dallas, TX | Jul 2021 - Aug 2021 | < 1 |
Equitable Advisors, LLC | New York, NY | May 2021 - Jul 2021 | < 1 |
Oklahoma State University | Stillwater, OK | Aug 2017 - May 2021 | 3 |
Habitat For Humanity Restore | Stillwater, OK | May 2020 - Oct 2020 | < 1 |
Cagle Office - Oklahoma State University | Stillwater, OK | Jan 2020 - May 2020 | < 1 |
The Barn | Sillwater, OK | May 2019 - Aug 2019 | < 1 |
Self Employed | Lawrence, KS | Mar 2014 - Aug 2017 | 3 |
Free State High School | Lawrence, KS | Jul 2013 - Jul 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- OK
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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