Eric BowersCRD Number: 5947052
Current Firm: Plante Moran Financial Advisors
Eric Bowers (CRD# 5947052) is an Investment Advisor Representative working at Plante Moran Financial Advisors in East Lansing, MI and has over 6 years of experience in the finance industry. Eric Bowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Commonwealth Financial Network
Ryzome Investment Advisors
|Plante Moran Financial Advisors, LLC||East Lansing, MI||Oct 2010 - Current||7|
|Chemical Bank||Midland, MI||Jun 2008 - Sep 2010||2|
|Central Michigan University||Mt. Pleasant, MI||Aug 2004 - May 2009||4|
|Ncg Cinemas||Midland, MI||Mar 2005 - Jun 2008||3|
|Blystone & Bailey||Mt. Pleasant, MI||Jan 2007 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management12,400MILLIONS
Total Number of Accounts2,465ACCOUNTS
Average Account Value$5,030,475
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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