Casey BowmanCRD Number: 6829421
Current Firm: Tfo Phoenix, Inc.
Casey Bowman (CRD# 6829421) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.
Commonwealth Financial Network
Woodbury Financial Services, Inc.
|Tfo Phoenix, Inc.||Phoenix, AZ||Jan 2020 - Current||< 1|
|Tfo Phoenix, Inc.||Phoenix, AZ||Oct 2018 - Current||1|
|Tfo Phoenix, Inc.||Phoenix, AZ||Aug 2018 - Dec 2019||1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Jul 2017 - Aug 2018||1|
|University Of Arizona||Tucson, AZ||Aug 2013 - May 2017||3|
|Sunnyslope High School||Phoenix, AZ||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2017|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management2,771MILLIONS
Total Number of Accounts1,225ACCOUNTS
Average Account Value$2,262,242
- 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)
AL, AZ, CA, CO, IL, MO, TX
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