Adam BowenCRD Number: 4459729
Current Firm: Summit Financial Group Inc.
Adam Bowen (CRD# 4459729) is an Investment Advisor Representative working at Summit Financial Group Inc. in Marble Falls, TX and has over 16 years of experience in the finance industry. Adam Bowen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Afam Capital, Inc.
Bares Capital Management, Inc.
Kestra Advisory Services, LLC
|Summit Brokerage Services Inc.||Marble Falls, TX||Jun 2015 - Current||2|
|Summit Financial Group Inc.||Marble Falls, TX||Jun 2015 - Current||2|
|Wells Fargo Advisors Financial Network LLC||Marble Falls, TX||May 2011 - Jun 2015||4|
|Wachovia Securities, LLC||Marble Falls, TX||Jan 2008 - May 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Total Assets Under Management3,800MILLIONS
Total Number of Accounts27,685ACCOUNTS
Average Account Value$137,241
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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