Dawn Bowman, financial advisor Fullerton CA

Dawn Bowman

CRD Number: 3082559
Current Firm: Wc Walker & Associates, Inc.

Dawn Bowman (CRD# 3082559) is an Investment Advisor Representative working at Wc Walker & Associates, Inc. in Fullerton, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Fullerton, CA Nov 2019 - Current 1
Raymond James Financial Services, Inc. Fulleton, CA Jan 1999 - Current 22
Wc Walker & Associates, Inc. Fullerton, CA Sep 1998 - Current 23
Wc Walker & Associates, Inc./raymond James Financial Services Fullerton, CA May 1998 - Current 23
La Fitness Long Beach, CA Jun 2008 - Mar 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Dawn M. Bowman
Phone Number: 714-446-8750
Firm Website: https://walkerwealth.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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