George Bowery (CRD# 6044945) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cornelius, NC and has over 10 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Current | 7 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Aug 2014 - Current | 9 |
| Suntrust Bank | Mooresville, NC | Aug 2014 - Current | 9 |
| Suntrust Investment Services,inc | Atlanta, GA | Apr 2012 - Aug 2014 | 2 |
| Suntrust Bank | Charlotte, NC | Jan 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- NC
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, VI, VT, WA, WI, WV, WY
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