Dorothy Fowler, financial advisor Corpus Christi TX

Dorothy Fowler

CRD Number: 4123499
Current Firm: Investment Strategies, LLC

Dorothy Fowler (CRD# 4123499) is an Investment Advisor Representative working at Investment Strategies, LLC in Corpus Christi, TX and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Nov 2012 - Current 9
Investment Strategies, LLC Corpus Christi, TX Jan 2011 - Current 11
South Bluff Oil And Gas Partnership Corpus Christi, TX May 2009 - Current 13
Dorothy A. Fowler Corpus Christi, TX Jul 2000 - Current 22
Miller Family Trust Corpus Christi, TX Jan 2001 - Oct 2014 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2000
Contact Info for Dorothy A. Fowler
Phone Number: 361-994-0784
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $1,636,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

TX

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