Colin Bowman, financial advisor Lone Tree CO

Colin Bowman

CRD Number: 6976134
Current Firm: Charles Schwab & Company, Inc.

Colin Bowman (CRD# 6976134) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO May 2019 - Current 3
Oppenheimerfunds Centennial, CO Jun 2018 - May 2019 < 1
Clear Connections Llc (verizon Wireless Zone) Brewster, NY Mar 2018 - May 2018 < 1
Keybank Norwalk, CT May 2017 - Feb 2018 < 1
Western Connecticut State University Danbury, CT Dec 2012 - Jun 2017 4
Rivera Toyota Mt. Kisco, NY Jul 2016 - Apr 2017 < 1
Danbury Volkswagen Danbury, CT May 2016 - Jul 2016 < 1
Clear Connections Llc (verizon Wireless Zone) Bedford Hills/ Brewster, NY Oct 2014 - May 2016 1
Planet Fitness Danbury, CT Nov 2013 - Sep 2014 < 1
Club 24 Concept Gyms Brookfield, CT Mar 2012 - Nov 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Colin T. Bowman
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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