Nicholas Bowers (CRD# 6186551) is an Investment Advisor Representative working at Innealta Capital in Austin, TX and has over 8 years of experience in the finance industry. Nicholas Bowers 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# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Innealta Capital, LLC | Austin, TX | Jan 2018 - Current | 6 |
Northern Lights Distributors, LLC | Elkhorn, NE | Dec 2017 - Feb 2023 | 5 |
Afam Capital, Inc. | Austin, TX | Oct 2017 - May 2018 | < 1 |
Dfa Securities LLC | Austin, TX | Apr 2015 - Oct 2017 | 2 |
Dimensional Fund Advisors LP | Austin, TX | Feb 2015 - Oct 2017 | 2 |
Louisiana State University | Baton Rouge, LA | Aug 2009 - Dec 2014 | 5 |
Dimensional Fund Advisors LP | Austin, TX | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- TX
-
Total Assets Under Management305MILLIONS
-
Total Number of Accounts159ACCOUNTS
-
Average Account Value$1,918,533
- A percentage of assets under your management
- 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
CO, TX
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