Charles Rowan (CRD# 5983233) is an Investment Advisor Representative working at Balanced Wealth Management in Foothill Ranch, CA and has over 12 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balanced Wealth, Inc. | Scottsdale, AZ | Dec 2022 - Current | 1 |
| Balanced Wealth, Inc. | Scottsdale, AZ | Sep 2022 - Current | 1 |
| Balanced Wealth Management | Foothill Ranch, CA | Sep 2011 - Current | 12 |
| Mortgage Team Inc. | Foothill Ranch, CA | Apr 1990 - Dec 2023 | 33 |
| Balanced Wealth Solutions Insurance Agency Inc. | Foothill Ranch, CA | Oct 2009 - Apr 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
CA, TX
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