Bryan Bowles, financial advisor Mount Vernon MO

Bryan Bowles

CRD Number: 2238313
Current Firm: Lpl Financial LLC

Bryan Bowles (CRD# 2238313) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Vernon, MO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Springfield, MO Jul 2021 - Current 2
Bryan Bowles Mt Vernon, MO Feb 2019 - Jul 2021 2
Bowles Group, Inc. Mt Vernon, MO Jan 2018 - Jul 2021 3
Bryan And Jennifer Bowles Mt Vernon, MO Nov 2012 - Jul 2021 8
Various Insurance Carriers Mt Vernon, MO Jul 1992 - Jul 2021 29
Waddell & Reed, Inc. Mt Vernon, MO Apr 1992 - Jul 2021 29
Bryan Lusk Group Mt Vernon, MO Jan 2018 - May 2020 2
Bryan K. Bowles-self Employed Mt. Vernon, MO Jan 2007 - Dec 2015 8
Round Grove Church Miller, MO Jan 2002 - Dec 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Bryan K. Bowles
Phone Number: 704-733-3300
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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