Henry Cowan (CRD# 7684563) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has 1 year of experience in the finance industry.
CRD# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6238002
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keel Point, LLC | Huntsville, AL | Jan 2023 - Current | 1 |
| Student | Auburn, AL | Aug 2021 - Dec 2022 | 1 |
| Auburn Athletics Department | Auburn, AL | Jul 2019 - Jul 2021 | 2 |
| Butte & Company | Mt. Crested Butte, CO | Jun 2018 - Jun 2019 | 1 |
| Student | Auburn, AL | Aug 2013 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- AL
-
Total Assets Under Management2,940MILLIONS
-
Total Number of Accounts5,548ACCOUNTS
-
Average Account Value$530,003
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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