William BowmanCRD Number: 2997748
Current Firm: Stephens
William Bowman (CRD# 2997748) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 23 years of experience in the finance industry.
Bok Financial Advisors
Egp Wealth Management, LLC
Stifel, Nicolaus & Company, Incorporated
|Stephens Inc.||Little Rock, AR||Mar 2017 - Current||5|
|Stephens Inc.||Little Rock, AR||May 2004 - Mar 2017||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2000|
Total Assets Under Management15,109MILLIONS
Total Number of Accounts22,311ACCOUNTS
Average Account Value$677,181
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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