Roger BowlinCRD Number: 1905652
Current Firm: Concorde Asset Management, LLC
Roger Bowlin (CRD# 1905652) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Issaquah, WA and has over 28 years of experience in the finance industry.
Brighton Jones LLC
|Concorde Asset Management, LLC||Livonia, MI||May 2016 - Current||1|
|Concorde Investment Services, LLC||Livonia, MI||May 2016 - Current||1|
|Independent Financial Group||San Diego, CA||Dec 2008 - May 2016||7|
|Investor Solutions. LLC||Chelan, WA||Mar 2003 - May 2016||13|
|Eplanning Securities, Inc.||Edmonds, WA||Oct 2007 - Dec 2008||1|
|Pacific West Securities, Inc.||Renton, WA||Jun 2000 - Oct 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management236MILLIONS
Total Number of Accounts2,048ACCOUNTS
Average Account Value$114,992
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
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