Laurence Bowers, financial advisor Fort Collins CO

Laurence Bowers

CRD Number: 4589796
Current Firm: Gradient Advisors, LLC

Laurence Bowers (CRD# 4589796) is an Investment Advisor Representative working at Gradient Advisors, LLC in Fort Collins, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors, LLC Shoreview, MN Dec 2012 - Current 11
Senior Tax Advisory Group Fort Collins, CO Mar 2003 - Current 21
Legacy Financial Services Inc. Fort Collins, CO Sep 2002 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Laurence A. Bowers
Phone Number: 877-885-0508
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    1,434
    ACCOUNTS
  • Average Account Value
    $123,502
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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