Kent Bowen (CRD# 4059144) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Amarillo, TX and has over 24 years of experience in the finance industry. Kent Bowen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4116388
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1062124
Money Methods, Inc.
CRD# 5868493
Adams Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingsview Partners | Amarillo, TX | Jul 2023 - Current | < 1 |
| Edward Jones | St Louis, MO | Oct 1999 - Jul 2023 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- TX
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Total Assets Under Management4,846MILLIONS
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Total Number of Accounts18,332ACCOUNTS
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Average Account Value$264,329
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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