Duncan BowieCRD Number: 7488666
Current Firm: Cx Institutional, LLC
Duncan Bowie (CRD# 7488666) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.
Secure Asset Management, LLC
Raymond James & Associates, Inc.
Lincoln Financial Advisors Corporation
|Cx Institutional, LLC||Auburn, IN||Jan 2022 - Current||< 1|
|Pnc||Fort Wayne, IN||May 2020 - Dec 2021||1|
|Aldi||Bloomington, IN||Mar 2020 - May 2020||< 1|
|Pourhouse Cafe||Bloomington, IN||Apr 2018 - May 2020||2|
|Indiana University||Bloomington, IN||Jan 2016 - Dec 2019||3|
|Indiana University - Jacobs School Of Music||Bloomington, IN||Aug 2016 - May 2018||1|
|Ted's Market||Fort Wayne, IN||Aug 2014 - Dec 2015||1|
|Carroll High School||Fort Wayne, IN||Aug 2012 - Aug 2015||3|
|Moe's Southwest Grill||Fort Wayne, IN||Aug 2013 - Aug 2014||1|
|Taco Bell||Fort Wayne, IN||Aug 2012 - Aug 2013||1|
|Kumon||Fort Wayne, IN||Aug 2011 - Aug 2012||1|
|Carroll Middle School||Fort Wayne, IN||Aug 2009 - Aug 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2020|
|S65||NASAA Investment Advisors Law Examination||Aug 2020|
Total Assets Under Management1,481MILLIONS
Total Number of Accounts5,096ACCOUNTS
Average Account Value$290,552
- 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
AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WA, WI
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