Austin Cowles (CRD# 7168135) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Matthews, NC and has over 4 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Mattews, NC | Feb 2024 - Current | < 1 |
| Transamerica Life Insurance Company | Matthews, NC | Feb 2024 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2023 - Feb 2024 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2023 - Feb 2024 | < 1 |
| Northwestern Mutual Investment Services LLC | Charlotte, NC | Jun 2023 - Feb 2024 | < 1 |
| Red Ventures | Fort Mill, SC | Jul 2022 - May 2023 | < 1 |
| Factset | Charlotte, NC | Oct 2021 - Jun 2022 | < 1 |
| Lincoln Financial Group | Radnor, PA | Jul 2019 - Sep 2021 | 2 |
| Student | Holmdel, NJ | May 2013 - Jun 2019 | 6 |
| Cooper Electric | Middletown, NJ | May 2016 - Jul 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- NC
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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