Robert BowmanCRD Number: 1955325
Current Firm: Edelman Financial Services, LLC
Robert Bowman (CRD# 1955325) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Henrico, VA and has over 21 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Ef Legacy Securities, LLC||Henrico, VA||Apr 2016 - Current||1|
|Edelman Financial Serevices LLC||Fairfax, VA||Feb 2008 - Current||9|
|Sanders Morris Harris Inc.||Houston, TX||Feb 2008 - Apr 2016||8|
|Trusco Capital Management||Richmond, VA||Jul 2000 - Dec 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Total Assets Under Management14,880MILLIONS
Total Number of Accounts69,807ACCOUNTS
Average Account Value$213,159
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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