Linda BowenCRD 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.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Transamerica Investors Securities Corporation||Birmingham, AL||Apr 2014 - Current||2|
|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|
Total Assets Under Management3,536MILLIONS
Total Number of Accounts1,013ACCOUNTS
Average Account Value$3,490,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.