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 10 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||4|
|Transamerica Retirement Solutions||Birmingham, AL||Mar 2014 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management3,803MILLIONS
Total Number of Accounts24,276ACCOUNTS
Average Account Value$156,655
- 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
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