Linda Bowen, financial advisor Birmingham AL
93 score

Linda Bowen

CRD Number: 5472453
Current Firm: Transamerica Retirement Advisors, LLC

Linda Bowen (CRD# 5472453) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Investors Securities Corporation Birmingham, AL Apr 2014 - Current 3
Transamerica Retirement Solutions Birmingham, AL Mar 2014 - Current 3
Wells Fargo Advisors LLC Birmingham, AL Aug 2011 - Mar 2014 2
Wells Fargo Bank, N.a. Birmingham, AL Aug 2011 - Nov 2013 2
Wells Fargo Advisors LLC Hueytown, AL May 2011 - Aug 2011 < 1
Wells Fargo Bank, N.a. Hueytown, AL Apr 2011 - Aug 2011 < 1
New England Securities Birmingham, AL Mar 2010 - Apr 2011 1
Wachovia Bank, N.a. Birmingham, AL Jan 2008 - Mar 2010 2
Wachovia Securities, LLC Birmingham, AL Jan 2008 - May 2009 1
The Birmingham News Company Birmingham, AL Jul 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Linda W. Bowen
Phone Number: 866-368-0566
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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