Bowen Leary (CRD# 6339343) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bangor, ME and has over 7 years of experience in the finance industry. Bowen Leary 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# 4190389
Raymond James Financial Services Advisors, Inc.
CRD# 2381832
Commonwealth Financial Network
CRD# 5736969
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Bangor, ME | Mar 2017 - Current | 7 |
| Massmutual Life Insurance Co | Bangor, ME | Jul 2016 - Current | 7 |
| Metlife Securities, Inc. | Bangor, ME | Mar 2016 - Mar 2017 | 1 |
| Unemployed | Bangor, ME | Sep 2015 - Mar 2016 | < 1 |
| Wentworth Institute | Bosotn, ME | Sep 2012 - Aug 2015 | 2 |
| Wentworth Institute | Bosotn, ME | Aug 2011 - Aug 2015 | 4 |
| Penobscot Financial Advisors | Bangor, ME | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- ME
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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