Allan Bowden (CRD# 801155) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Memphis, TN and has over 42 years of experience in the finance industry.
CRD# 1838017
Raymond James & Associates, Inc.
CRD# 4125836
Pacific Global Investment Management Co
CRD# 4374336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Nicolaus & Co Inc. | Memphis, TN | Feb 2019 - Current | 5 |
| Jjb Hilliard Wl Lyons LLC | Memphis, TN | Jun 2018 - Feb 2019 | < 1 |
| J.j.b. Hilliard, W.l. Lyons, Inc. | Memphis, TN | Nov 1991 - Jun 2018 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1981 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- TN
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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