Brentson Bowlin (CRD# 5125104) is an Investment Advisor Representative working at Second Line Capital, LLC in Folsom, LA and has over 17 years of experience in the finance industry.
CRD# 6723377
Thrivent Investment Management Inc.
CRD# 6946189
Edward Jones
CRD# 6220444
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Second Line Capital, LLC | Folsom, LA | May 2023 - Current | 1 |
Lpl Financial, LLC | Metairie, LA | Jun 2017 - Current | 7 |
Advisor Resource Council (formerly: 360 Wealth Management, Llc) | Metairie, LA | Aug 2018 - May 2023 | 4 |
Level Four Advisory Services | Metairie, LA | Jun 2017 - Aug 2018 | 1 |
J.p. Morgan Securities LLC | Covington, LA | Oct 2012 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2006 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
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- LA
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Total Assets Under Management402MILLIONS
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Total Number of Accounts1,911ACCOUNTS
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Average Account Value$210,430
- 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
- Selection of other advisers (including private fund managers)
AL, CA, CT, FL, GA, LA, MI, MS, TX, VA
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