David BowlinCRD Number: 3070699
Current Firm: Stifel, Nicolaus & Company, Incorporated
David Bowlin (CRD# 3070699) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Atlanta, GA and has over 11 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Stifel, Nicolaus & Company, Incorporated||St. Louis, MO||Dec 2015 - Current||2|
|Barclays||New York City, NY||Aug 2009 - Current||8|
|Lehman Brothers||New York City, NY||Jun 2008 - Aug 2009||1|
|University Of Virginia||Charlottesville, VA||Jul 2007 - May 2009||1|
|Aig||New York, NY||Sep 2002 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2006|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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
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