Laura BoweCRD Number: 5289524
Current Firm: Key Investment Services LLC
Laura Bowe (CRD# 5289524) is an Investment Advisor Representative working at Key Investment Services LLC in Dayton, OH and has over 5 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Key Investment Services||Toledo, OH||Dec 2013 - Current||2|
|Key Investment Services||Toledo, OH||Feb 2011 - Dec 2013||2|
|Key Bank||Toledo, OH||Jan 2011 - Dec 2013||2|
|Charter One Bank||Toledo, OH||May 2010 - Jan 2011||< 1|
|Mml Investors Services Inc.||Maumee, OH||Apr 2010 - May 2010||< 1|
|Robert Ruff, Chfc/mass Mutual||Maumee, OH||Aug 2008 - May 2010||1|
|Fifth Third Securities||Cleveland, OH||Jan 2007 - Jun 2008||1|
|Fifth Third Bank||Cleveland, OH||Oct 2006 - Jun 2008||1|
|Fifth Third Bank||Cleveland, OH||Aug 2002 - Oct 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management870MILLIONS
Total Number of Accounts5,830ACCOUNTS
Average Account Value$149,255
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA
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