Renee BowenCRD Number: 2038446
Current Firm: Girard Advisory Services, LLC
Renee Bowen (CRD# 2038446) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Girard Partners, Ltd||King Of Prussia, PA||Sep 2017 - Current||5|
|Consultant||Wayne, PA||Jun 2016 - Sep 2017||1|
|State Street||Berwyn, PA||Jun 2012 - May 2016||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2018|
Total Assets Under Management2,080MILLIONS
Total Number of Accounts4,577ACCOUNTS
Average Account Value$454,424
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, SD, TX, VA, WA, WI
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