Charles Bowers, financial advisor Livonia MI
93 score

Charles Bowers

CRD Number: 5882018
Current Firm: Insight Folios

Charles Bowers (CRD# 5882018) is an Investment Advisor Representative working at Insight Folios in Livonia, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Insight Folios Livonia, MI Mar 2015 - Current 1
Bts Asset Management Lexington, MA Apr 2012 - May 2015 3
Jack Keeter & Associates, Inc. Dba Durso Capital M Charlotte, NC Feb 2014 - Apr 2015 1
Family Legacy Wealth Management, LLC Charlotte, NC Jan 2011 - Feb 2014 3
Family Legacy Group, Inc. Charlotte, NC Jan 2010 - Feb 2014 4
All South Supply Inc. Charlotte, NC Aug 2004 - Dec 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Charles B. Bowers
Phone Number: 855-813-1818
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $67,971
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI, NC, SC, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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