Donald Bower, financial advisor Elmira NY
90 score

Donald Bower

CRD Number: 5926647
Current Firm: Invest Financial Corporation

Donald Bower (CRD# 5926647) is an Investment Advisor Representative working at Invest Financial Corporation in Elmira, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp. Tampa, FL Feb 2016 - Current < 1
Community Bank, Na Elmira, NY Feb 2016 - Current < 1
Edward Jones St. Louis, MO Jun 2011 - Dec 2015 4
Lycoming College Williamsport, PA Aug 2008 - May 2011 2
Horseheads Do-it Center Horseheads, NY Jun 2007 - Jun 2009 2
Dandy Mini-mart Breesport, NY Jun 2008 - Sep 2008 < 1
Student Erin, NY Jun 2000 - Jun 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Donald N. Bower
Phone Number: (813) 880-5300
Registered State(s):
  • CA
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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