Brandon Bowman (CRD# 4871073) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Antonio, TX and has over 19 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Financial Solutions | Iowa City, IA | Mar 2024 - Current | < 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Investment Company, LLC | Lincoln, NE | Jan 2021 - Current | 3 |
| Granite Financial Solutions, LLC | San Antonio, TX | Jan 2021 - Current | 3 |
| Ima Live Llc Dba Iwc Financial Planning | San Antonio, TX | Dec 2019 - Feb 2021 | 1 |
| Lpl Financial LLC | San Antonio, TX | Mar 2018 - Jan 2021 | 2 |
| Cetera Financial LLC | Denver, CO | Jan 2013 - Feb 2018 | 5 |
| Bowman & Associates, Cpa | Corpus Christi, TX | Oct 2005 - Feb 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
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 Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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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