Eric Bowser (CRD# 6688596) is an Investment Advisor Representative working at Safe Harbor Retirement Planners in Abingdon, MD and has over 7 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
CRD# 3068985
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Harford Community College | Bel Air, MD | Feb 2022 - Current | 2 |
Asset Management Services, Inc. | Abingdon, MD | Jul 2017 - Current | 6 |
Safe Harbor Financial Group, LLC | Abingdon, MD | Jan 2007 - Current | 17 |
Wealthmax Advisors, LLC | Abingdon, MD | Aug 2016 - Oct 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- DE
- FL
- MD
- PA
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts524ACCOUNTS
-
Average Account Value$114,905
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
DE, FL, MD, PA
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