John Bowen, financial advisor Mount Pleasant SC
88 score

John Bowen

CRD Number: 6389471
Current Firm: Retirement Wealth Advisors, Inc.

John Bowen (CRD# 6389471) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Mount Pleasant, SC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Wealth Advisors, Inc. Mount Pleasant, SC Aug 2014 - Current 2
Palmetto Benefit Group Mount Pleasant, SC Oct 2010 - Current 6
Bowen Financial Group North Charleston, SC Dec 2008 - Current 8
Federal Financial Dallas, GA Oct 2008 - Oct 2010 2
Barnsley Gardens Resort Adairsville, GA Jan 2004 - Oct 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for John B. Bowen
Phone Number: 616-667-2150
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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